+75.4%
TMQ price history and return analytics
+66.2%
+9.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.5% | +6.3% | +6.4% |
| 7D | +4.2% | +1.0% | +3.2% | +2.8% |
| 30D | -8.2% | -0.2% | -7.9% | -7.8% |
| 3M | -11.4% | +4.5% | -16.0% | -15.3% |
| 6M | -12.7% | +14.1% | -26.8% | -22.8% |
| YTD | -19.0% | +14.8% | -33.8% | -28.2% |
| 1Y | +75.4% | +21.2% | +54.2% | +46.2% |
| 3Y | +584.3% | +76.6% | +507.7% | +286.2% |
| 5Y | +75.4% | +66.6% | +8.8% | +5.7% |
| All | +75.4% | +66.2% | +9.2% | +5.7% |
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 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