+303.5%
MXL vs VIG
+16.9%
+286.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +6.6% |
| 7D | +1.6% | -0.4% | +2.1% | +2.6% |
| 30D | -7.0% | -1.0% | -6.0% | -5.2% |
| 3M | -33.4% | +2.8% | -36.2% | -38.1% |
| 6M | +260.2% | +8.2% | +252.0% | +195.8% |
| YTD | +260.0% | +11.0% | +248.9% | +172.3% |
| 1Y | +303.5% | +16.1% | +287.3% | +171.0% |
| All | +303.5% | +16.9% | +286.6% | +171.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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