+302.4%
MXL price history and return analytics
+229.8%
+72.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.9% | +6.7% | +5.8% |
| 7D | +18.9% | -1.1% | +20.0% | +21.5% |
| 30D | +0.3% | -1.0% | +1.3% | +2.7% |
| 3M | -8.0% | +3.2% | -11.2% | -10.9% |
| 6M | +341.2% | +12.5% | +328.8% | +266.8% |
| YTD | +327.8% | +14.1% | +313.8% | +248.3% |
| 1Y | +364.9% | +18.9% | +346.0% | +255.1% |
| 3Y | +229.2% | +74.1% | +155.1% | +35.7% |
| 5Y | +42.8% | +66.9% | -24.1% | -31.4% |
| All | +302.4% | +229.8% | +72.7% | -26.0% |
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