-53.3%
MX price history and return analytics
+221.8%
-275.0%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.3% | -11.1% | -11.0% |
| 7D | +5.9% | +2.4% | +3.6% | +3.2% |
| 30D | -6.4% | -1.5% | -4.9% | -3.4% |
| 3M | -33.2% | -4.1% | -29.0% | -28.5% |
| 6M | -38.6% | +0.6% | -39.1% | -36.6% |
| YTD | -2.0% | +11.0% | -13.0% | -8.7% |
| 1Y | +7.8% | +13.3% | -5.6% | -1.8% |
| 3Y | -62.9% | +73.4% | -136.2% | -78.5% |
| 5Y | -86.3% | +57.4% | -143.7% | -91.1% |
| All | -53.3% | +221.8% | -275.0% | -86.4% |
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