+14.7%
MQY price history and return analytics
+72.7%
-58.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -3.2% | -2.0% | -1.2% | -2.6% |
| 30D | -6.6% | -1.4% | -5.2% | -6.2% |
| 3M | -6.1% | +4.7% | -10.8% | -7.4% |
| 6M | -6.3% | +11.4% | -17.7% | -9.4% |
| YTD | -3.0% | +13.1% | -16.0% | -6.7% |
| 1Y | -3.6% | +19.0% | -22.6% | -8.7% |
| All | +14.7% | +72.7% | -58.0% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling