-56.1%
MX price history and return analytics
+223.7%
-279.8%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | +2.7% |
| 7D | +1.2% | +0.4% | +0.8% | +1.4% |
| 30D | -19.9% | -2.6% | -17.3% | -16.3% |
| 3M | -37.2% | -3.2% | -33.9% | -33.7% |
| 6M | -44.8% | +0.9% | -45.8% | -43.5% |
| YTD | -2.0% | +11.3% | -13.3% | -9.2% |
| 1Y | +10.1% | +14.0% | -3.9% | -0.5% |
| 3Y | -63.9% | +75.8% | -139.7% | -79.5% |
| 5Y | -86.3% | +57.8% | -144.2% | -91.2% |
| 10Y | -56.1% | +219.8% | -275.9% | -87.5% |
| All | -56.1% | +223.7% | -279.8% | -87.5% |
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