+303.5%
MXL vs VNQ
+9.6%
+293.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.5% |
| 7D | +1.6% | -1.3% | +2.9% | +1.5% |
| 30D | -7.0% | -2.9% | -4.1% | -7.4% |
| 3M | -33.4% | +0.8% | -34.2% | -36.1% |
| 6M | +260.2% | +2.5% | +257.7% | +237.0% |
| YTD | +260.0% | +10.6% | +249.3% | +201.8% |
| 1Y | +303.5% | +9.1% | +294.4% | +231.3% |
| All | +303.5% | +9.6% | +293.9% | +231.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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