+32.8%
MXL price history and return analytics
+63.7%
-30.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.2% | -1.0% |
| 7D | +16.6% | -2.0% | +18.6% | +22.2% |
| 30D | +0.5% | -1.4% | +1.9% | +4.4% |
| 3M | -3.6% | +4.7% | -8.4% | -10.2% |
| 6M | +328.0% | +11.4% | +316.7% | +249.6% |
| YTD | +297.8% | +13.1% | +284.8% | +215.7% |
| 1Y | +339.4% | +19.0% | +320.4% | +215.5% |
| 3Y | +201.7% | +73.9% | +127.8% | +4.0% |
| 5Y | +32.8% | +65.4% | -32.6% | -39.3% |
| All | +32.8% | +63.7% | -30.9% | -39.3% |
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 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