+131.6%
MAXI price history and return analytics
+74.2%
+57.5%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.8% |
| 7D | +3.7% | -0.1% | +3.9% | +4.4% |
| 30D | +53.3% | -0.7% | +54.0% | +56.3% |
| 3M | +57.4% | +4.0% | +53.4% | +44.1% |
| 6M | +40.7% | +12.3% | +28.4% | +7.4% |
| YTD | -0.7% | +14.0% | -14.7% | -25.6% |
| 1Y | -37.8% | +20.3% | -58.1% | -57.8% |
| All | +131.6% | +74.2% | +57.5% | +8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling