-92.5%
MXCT price history and return analytics
+66.2%
-158.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.4% |
| 7D | +2.8% | +1.0% | +1.8% | +1.2% |
| 30D | +8.1% | -0.2% | +8.3% | +8.6% |
| 3M | +10.9% | +4.5% | +6.3% | +3.8% |
| 6M | +63.0% | +14.1% | +49.0% | +33.9% |
| YTD | -17.7% | +14.8% | -32.5% | -33.4% |
| 1Y | -9.6% | +21.2% | -30.8% | -32.4% |
| 3Y | -65.5% | +76.6% | -142.1% | -85.7% |
| 5Y | -92.5% | +66.6% | -159.1% | -96.6% |
| All | -92.5% | +66.2% | -158.7% | -96.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling