+137.7%
MXC price history and return analytics
+224.4%
-86.7%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +2.0% |
| 7D | +6.0% | -0.7% | +6.7% | +6.2% |
| 30D | -3.6% | -1.7% | -1.9% | -3.0% |
| 3M | -2.7% | -2.3% | -0.4% | -1.8% |
| 6M | -2.2% | +1.5% | -3.7% | -3.4% |
| YTD | -5.6% | +12.0% | -17.7% | -12.5% |
| 1Y | +3.9% | +12.9% | -9.0% | -4.1% |
| 3Y | -18.4% | +74.9% | -93.4% | -45.4% |
| 5Y | -17.5% | +59.9% | -77.4% | -41.5% |
| 10Y | +137.7% | +224.6% | -87.0% | +9.3% |
| All | +137.7% | +224.4% | -86.7% | +9.3% |
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