+35.3%
MEXX price history and return analytics
+74.0%
-38.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.2% |
| 7D | +1.5% | +2.4% | -0.8% | -4.7% |
| 30D | +17.3% | -1.5% | +18.8% | +20.9% |
| 3M | +2.0% | -4.1% | +6.1% | +14.0% |
| 6M | -16.4% | +0.6% | -17.0% | -17.3% |
| YTD | +15.4% | +11.0% | +4.3% | -8.8% |
| 1Y | +30.5% | +13.3% | +17.2% | -1.7% |
| 3Y | +35.3% | +73.4% | -38.1% | -74.7% |
| All | +35.3% | +74.0% | -38.7% | -74.7% |
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