-85.1%
MQ price history and return analytics
+66.3%
-151.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.6% |
| 7D | -1.9% | +2.4% | -4.3% | -5.7% |
| 30D | +0.3% | -1.5% | +1.8% | +2.2% |
| 3M | +10.7% | -4.1% | +14.8% | +17.6% |
| 6M | +17.5% | +0.6% | +16.9% | +14.0% |
| YTD | -4.1% | +11.0% | -15.1% | -22.9% |
| 1Y | -8.1% | +13.3% | -21.5% | -29.0% |
| 3Y | -22.4% | +73.4% | -95.8% | -76.2% |
| 5Y | -81.2% | +57.4% | -138.7% | -91.8% |
| All | -85.1% | +66.3% | -151.4% | -94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling