-85.3%
MQ price history and return analytics
+65.7%
-151.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.1% |
| 7D | -5.4% | -0.1% | -5.3% | -5.2% |
| 30D | +2.0% | -0.7% | +2.7% | +3.2% |
| 3M | +0.2% | +4.0% | -3.8% | -7.2% |
| 6M | -2.5% | +12.3% | -14.8% | -22.1% |
| YTD | -16.3% | +14.0% | -30.3% | -35.3% |
| 1Y | -33.7% | +20.3% | -54.0% | -53.9% |
| 3Y | -38.2% | +75.4% | -113.7% | -81.5% |
| 5Y | -85.3% | +66.0% | -151.2% | -94.0% |
| All | -85.3% | +65.7% | -151.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling