-2.0%
MHF vs VOO
+14.7%
-16.7%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.3% |
| 7D | +0.2% | -0.7% | +0.9% | +0.4% |
| 30D | +5.6% | -1.1% | +6.7% | +5.9% |
| 3M | -4.5% | -0.3% | -4.2% | -4.4% |
| 6M | -3.1% | +7.4% | -10.5% | -5.1% |
| YTD | -1.6% | +13.4% | -15.0% | -6.5% |
| 1Y | -2.0% | +14.8% | -16.8% | -7.1% |
| All | -2.0% | +14.7% | -16.7% | -7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling