+65.3%
MEXX price history and return analytics
+63.7%
+1.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -2.7% |
| 7D | -6.7% | -2.0% | -4.7% | -1.7% |
| 30D | -4.9% | -1.4% | -3.5% | -1.3% |
| 3M | +2.7% | +4.7% | -2.1% | -7.9% |
| 6M | -4.7% | +11.4% | -16.1% | -24.6% |
| YTD | +11.3% | +13.1% | -1.7% | -13.3% |
| 1Y | +39.8% | +19.0% | +20.8% | -3.4% |
| 3Y | +20.4% | +73.9% | -53.5% | -63.6% |
| 5Y | +65.3% | +65.4% | -0.1% | -37.2% |
| All | +65.3% | +63.7% | +1.6% | -37.2% |
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