+205.6%
MXC price history and return analytics
+222.7%
-17.1%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.4% |
| 7D | +7.9% | -0.1% | +8.1% | +8.1% |
| 30D | +13.4% | -0.7% | +14.1% | +13.8% |
| 3M | +23.7% | +4.0% | +19.7% | +20.9% |
| 6M | -11.6% | +12.3% | -23.8% | -17.6% |
| YTD | +9.7% | +14.0% | -4.3% | +0.7% |
| 1Y | +29.4% | +20.3% | +9.1% | +15.2% |
| 3Y | -11.0% | +75.4% | -86.5% | -41.0% |
| 5Y | +24.8% | +66.0% | -41.2% | -14.9% |
| 10Y | +205.6% | +228.2% | -22.6% | -9.4% |
| All | +205.6% | +222.7% | -17.1% | -9.4% |
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