-94.1%
MDXH price history and return analytics
+63.3%
-157.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.1% |
| 7D | -0.8% | +1.0% | -1.8% | -1.6% |
| 30D | +54.9% | -0.2% | +55.1% | +55.4% |
| 3M | +30.8% | +4.5% | +26.2% | +26.1% |
| 6M | -78.2% | +14.1% | -92.2% | -80.4% |
| YTD | -80.0% | +14.8% | -94.8% | -82.1% |
| 1Y | -79.9% | +21.2% | -101.1% | -82.6% |
| 3Y | -76.4% | +76.6% | -152.9% | -84.3% |
| All | -94.1% | +63.3% | -157.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling