+303.5%
MXL vs VSH
+118.1%
+185.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.4% | +1.1% | +1.8% |
| 7D | +1.6% | +4.1% | -2.4% | -1.6% |
| 30D | -7.0% | -4.2% | -2.8% | -2.3% |
| 3M | -33.4% | -50.0% | +16.6% | +13.8% |
| 6M | +260.2% | +80.2% | +180.0% | +116.7% |
| YTD | +260.0% | +121.1% | +138.9% | +75.9% |
| 1Y | +303.5% | +112.0% | +191.5% | +106.4% |
| All | +303.5% | +118.1% | +185.4% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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