+303.5%
MXL vs ITOT
+20.8%
+282.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +6.6% |
| 7D | +1.6% | +0.1% | +1.5% | +1.2% |
| 30D | -7.0% | 0.0% | -7.0% | -6.5% |
| 3M | -33.4% | +2.0% | -35.4% | -35.4% |
| 6M | +260.2% | +13.0% | +247.1% | +164.7% |
| YTD | +260.0% | +14.0% | +246.0% | +158.1% |
| 1Y | +303.5% | +19.9% | +283.6% | +139.7% |
| All | +303.5% | +20.8% | +282.7% | +139.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling