+18.9%
MAXJ price history and return analytics
+46.6%
-27.7%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.1% |
| 7D | -0.1% | -0.1% | +0.1% | 0.0% |
| 30D | +0.1% | -0.7% | +0.7% | +0.2% |
| 3M | +1.4% | +4.0% | -2.6% | +0.3% |
| 6M | +3.9% | +12.3% | -8.4% | +0.5% |
| YTD | +4.4% | +14.0% | -9.6% | +0.4% |
| 1Y | +6.4% | +20.3% | -13.9% | +0.7% |
| All | +18.9% | +46.6% | -27.7% | +5.8% |
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