-64.1%
MX price history and return analytics
+221.4%
-285.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.6% |
| 7D | +2.3% | +1.0% | +1.3% | +1.0% |
| 30D | -21.6% | -0.2% | -21.4% | -21.3% |
| 3M | -54.7% | +4.5% | -59.3% | -56.6% |
| 6M | +13.5% | +14.1% | -0.6% | +0.3% |
| YTD | +22.4% | +14.8% | +7.6% | +7.7% |
| 1Y | +3.3% | +21.2% | -17.9% | -14.1% |
| 3Y | -63.6% | +76.6% | -140.1% | -79.8% |
| 5Y | -82.3% | +66.6% | -148.9% | -89.6% |
| 10Y | -64.1% | +222.3% | -286.4% | -90.7% |
| All | -64.1% | +221.4% | -285.5% | -90.7% |
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 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