-56.4%
MX price history and return analytics
+217.6%
-274.0%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.8% |
| 7D | +0.4% | -0.1% | +0.5% | +1.2% |
| 30D | -18.9% | -3.1% | -15.9% | -14.8% |
| 3M | -30.9% | -3.5% | -27.4% | -26.8% |
| 6M | -44.2% | +0.5% | -44.6% | -42.4% |
| YTD | -0.8% | +10.8% | -11.6% | -7.6% |
| 1Y | +10.0% | +11.9% | -1.9% | +1.6% |
| 3Y | -63.1% | +73.0% | -136.1% | -78.7% |
| 5Y | -86.1% | +58.6% | -144.7% | -91.1% |
| 10Y | -56.4% | +219.2% | -275.6% | -87.7% |
| All | -56.4% | +217.6% | -274.0% | -87.7% |
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