+3.1%
MHD vs VOO
+321.7%
-318.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -1.7% | -2.0% | +0.3% | -1.2% |
| 30D | -4.4% | -1.7% | -2.8% | -4.0% |
| 3M | -3.9% | +4.7% | -8.7% | -5.1% |
| 6M | -3.6% | +12.6% | -16.2% | -6.5% |
| YTD | -2.1% | +11.8% | -13.8% | -4.9% |
| 1Y | +1.0% | +17.5% | -16.5% | -3.2% |
| 3Y | +18.1% | +77.0% | -58.9% | +1.4% |
| 5Y | -14.5% | +82.6% | -97.0% | -27.8% |
| All | +3.1% | +321.7% | -318.6% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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