+348.6%
MXL vs VIG
+9.7%
+338.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.5% | +8.1% | +8.1% |
| 7D | +19.0% | -1.2% | +20.2% | +20.4% |
| 30D | +4.5% | -2.8% | +7.3% | +8.0% |
| 3M | -1.5% | +2.5% | -4.0% | -5.9% |
| 6M | +348.6% | +8.1% | +340.5% | +304.9% |
| All | +348.6% | +9.7% | +338.9% | +304.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling