+161.7%
MAXI vs VT
+106.1%
+55.6%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.4% |
| 7D | -2.5% | -2.3% | -0.1% | +2.7% |
| 30D | -19.2% | -5.0% | -14.2% | -9.6% |
| 3M | +33.2% | -4.9% | +38.1% | +49.9% |
| 6M | +0.9% | -1.5% | +2.4% | +6.0% |
| YTD | -12.5% | +8.5% | -20.9% | -22.9% |
| 1Y | -33.0% | +11.4% | -44.4% | -43.5% |
| 3Y | +47.0% | +70.1% | -23.1% | -26.6% |
| All | +161.7% | +106.1% | +55.6% | +2.4% |
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