+303.5%
MXL vs VTR
+36.9%
+266.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.0% | +7.5% | +4.5% |
| 7D | +1.6% | -1.7% | +3.3% | +0.8% |
| 30D | -7.0% | -2.4% | -4.6% | -8.6% |
| 3M | -33.4% | +14.8% | -48.2% | -32.4% |
| 6M | +260.2% | +5.3% | +254.8% | +267.8% |
| YTD | +260.0% | +18.1% | +241.9% | +271.1% |
| 1Y | +303.5% | +36.7% | +266.8% | +305.0% |
| All | +303.5% | +36.9% | +266.6% | +305.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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