+188.6%
MAXI price history and return analytics
+116.7%
+71.9%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -1.3% |
| 7D | -7.5% | -1.1% | -6.4% | -5.4% |
| 30D | +51.7% | -1.0% | +52.7% | +55.3% |
| 3M | +49.3% | +3.2% | +46.2% | +41.0% |
| 6M | +33.6% | +12.5% | +21.2% | +6.2% |
| YTD | -3.5% | +14.1% | -17.5% | -24.2% |
| 1Y | -43.7% | +18.9% | -62.6% | -58.3% |
| 3Y | +125.2% | +74.1% | +51.1% | +3.5% |
| All | +188.6% | +116.7% | +71.9% | +0.7% |
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