-44.0%
MEXX vs VT
+177.4%
-221.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.0% | +10.3% |
| 7D | +5.8% | -4.2% | +10.0% | +18.3% |
| 30D | +12.9% | -5.8% | +18.7% | +32.1% |
| 3M | -7.0% | -5.2% | -1.8% | +7.8% |
| 6M | -11.2% | +0.1% | -11.3% | -10.9% |
| YTD | +10.7% | +8.2% | +2.5% | -6.5% |
| 1Y | +25.8% | +10.1% | +15.6% | +1.4% |
| 3Y | +25.9% | +69.7% | -43.7% | -67.4% |
| 5Y | +69.6% | +53.4% | +16.2% | -34.8% |
| All | -44.0% | +177.4% | -221.5% | -93.1% |
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