+62.2%
MHD vs VOO
+800.4%
-738.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -2.4% | +2.6% | -4.9% | -2.9% |
| 30D | +6.2% | -2.0% | +8.2% | +6.6% |
| 3M | -6.8% | -2.8% | -4.1% | -6.4% |
| 6M | -5.2% | +2.2% | -7.3% | -5.6% |
| YTD | -3.8% | +11.5% | -15.3% | -5.9% |
| 1Y | -3.4% | +13.5% | -16.9% | -5.8% |
| 3Y | +19.4% | +78.1% | -58.7% | +6.2% |
| 5Y | -17.0% | +73.1% | -90.1% | -26.3% |
| 10Y | +10.9% | +310.7% | -299.8% | -14.0% |
| All | +62.2% | +800.4% | -738.3% | +23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling