-54.9%
MAX price history and return analytics
+117.4%
-172.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.1% |
| 7D | -5.1% | -0.1% | -5.0% | -5.2% |
| 30D | +42.4% | -3.1% | +45.5% | +47.2% |
| 3M | +6.1% | -3.5% | +9.6% | +10.0% |
| 6M | +57.7% | +0.5% | +57.3% | +54.0% |
| YTD | +11.0% | +10.8% | +0.2% | -6.1% |
| 1Y | +11.0% | +11.9% | -0.9% | -7.4% |
| 3Y | +56.4% | +73.0% | -16.6% | -31.6% |
| 5Y | -10.5% | +58.6% | -69.1% | -52.8% |
| All | -54.9% | +117.4% | -172.3% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling