-94.1%
MDXH price history and return analytics
+62.3%
-156.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.5% |
| 7D | -5.7% | -1.1% | -4.6% | -4.8% |
| 30D | +50.0% | -1.0% | +51.0% | +51.5% |
| 3M | +20.1% | +3.2% | +16.9% | +17.1% |
| 6M | -78.7% | +12.5% | -91.2% | -80.6% |
| YTD | -80.3% | +14.1% | -94.3% | -82.2% |
| 1Y | -81.6% | +18.9% | -100.5% | -83.8% |
| 3Y | -77.0% | +74.1% | -151.0% | -84.5% |
| All | -94.1% | +62.3% | -156.5% | -96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling