+255.6%
MXL price history and return analytics
+424.4%
-168.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.5% | +6.5% | +6.8% |
| 7D | +15.5% | +1.0% | +14.5% | +13.5% |
| 30D | -11.3% | -0.2% | -11.1% | -10.6% |
| 3M | -16.1% | +4.5% | -20.7% | -19.8% |
| 6M | +323.0% | +14.1% | +309.0% | +254.5% |
| YTD | +281.5% | +14.8% | +266.8% | +218.5% |
| 1Y | +319.3% | +21.2% | +298.1% | +225.1% |
| 3Y | +189.4% | +76.6% | +112.8% | +35.3% |
| 5Y | +26.0% | +66.6% | -40.6% | -30.7% |
| 10Y | +243.5% | +222.3% | +21.2% | -13.0% |
| All | +255.6% | +424.4% | -168.8% | -49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling