-40.5%
MEXX price history and return analytics
+194.2%
-234.7%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +1.2% |
| 7D | +3.5% | +1.0% | +2.5% | +0.7% |
| 30D | -4.4% | -0.2% | -4.2% | -3.7% |
| 3M | +6.8% | +4.5% | +2.2% | -5.2% |
| 6M | +4.6% | +14.1% | -9.5% | -25.1% |
| YTD | +17.7% | +14.8% | +2.9% | -15.3% |
| 1Y | +48.8% | +21.2% | +27.6% | -7.7% |
| 3Y | +27.3% | +76.6% | -49.3% | -70.1% |
| 5Y | +75.8% | +66.6% | +9.2% | -46.3% |
| All | -40.5% | +194.2% | -234.7% | -93.7% |
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 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