-26.7%
MXC vs VT
+69.7%
-96.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.8% |
| 7D | -9.9% | -2.3% | -7.6% | -11.0% |
| 30D | -13.4% | -5.0% | -8.4% | -15.7% |
| 3M | -5.7% | -4.9% | -0.8% | -8.2% |
| 6M | -4.7% | -1.5% | -3.2% | -5.0% |
| YTD | -9.0% | +8.5% | -17.4% | -3.1% |
| 1Y | +0.5% | +11.4% | -10.9% | +8.0% |
| 3Y | -26.7% | +70.1% | -96.8% | -13.6% |
| All | -26.7% | +69.7% | -96.5% | -13.6% |
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