-43.7%
MEXX price history and return analytics
+192.4%
-236.1%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -2.5% |
| 7D | -5.6% | -1.1% | -4.5% | -2.6% |
| 30D | -5.5% | -1.0% | -4.5% | -2.8% |
| 3M | -7.5% | +3.2% | -10.7% | -15.0% |
| 6M | -5.1% | +12.5% | -17.6% | -29.3% |
| YTD | +11.4% | +14.1% | -2.7% | -18.5% |
| 1Y | +30.4% | +18.9% | +11.5% | -14.8% |
| 3Y | +15.6% | +74.1% | -58.5% | -71.7% |
| 5Y | +65.3% | +66.9% | -1.5% | -49.8% |
| All | -43.7% | +192.4% | -236.1% | -94.0% |
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