+501.8%
TMQ price history and return analytics
+226.9%
+274.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -4.8% |
| 7D | +1.2% | -2.0% | +3.2% | +3.5% |
| 30D | -15.8% | -1.4% | -14.4% | -14.3% |
| 3M | -6.5% | +4.7% | -11.2% | -10.3% |
| 6M | -19.5% | +11.4% | -30.8% | -26.1% |
| YTD | -23.2% | +13.1% | -36.3% | -30.0% |
| 1Y | +63.9% | +19.0% | +44.8% | +41.2% |
| 3Y | +549.0% | +73.9% | +475.1% | +283.2% |
| 5Y | +66.3% | +65.4% | +0.9% | +4.1% |
| All | +501.8% | +226.9% | +274.9% | +137.8% |
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