+211.9%
MAXI vs VT
+119.1%
+92.8%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | +7.4% | +0.4% | +6.9% | +6.7% |
| 30D | +56.9% | +1.0% | +55.9% | +54.4% |
| 3M | +60.8% | +2.4% | +58.5% | +54.2% |
| 6M | +33.2% | +12.0% | +21.2% | +7.0% |
| YTD | +4.3% | +15.3% | -11.0% | -19.9% |
| 1Y | -34.0% | +22.6% | -56.6% | -53.9% |
| 3Y | +137.1% | +74.7% | +62.4% | +7.5% |
| All | +211.9% | +119.1% | +92.8% | +6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling