+25.5%
MAXI vs VT
+74.5%
-49.0%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -5.8% |
| 7D | -10.9% | +2.9% | -13.8% | -17.1% |
| 30D | -26.4% | -2.5% | -23.9% | -21.2% |
| 3M | +23.7% | -3.3% | +27.1% | +36.4% |
| 6M | -6.7% | +1.5% | -8.2% | -9.0% |
| YTD | -21.3% | +11.4% | -32.6% | -37.9% |
| 1Y | -40.8% | +11.9% | -52.7% | -53.5% |
| All | +25.5% | +74.5% | -49.0% | -32.9% |
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