-6.0%
MHF vs VOO
+18.2%
-24.2%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -0.8% |
| 7D | -3.3% | -0.8% | -2.5% | -3.1% |
| 30D | -4.8% | -1.1% | -3.7% | -4.5% |
| 3M | -4.4% | +3.9% | -8.2% | -5.1% |
| 6M | -3.1% | +13.6% | -16.7% | -6.6% |
| YTD | -1.3% | +12.7% | -14.0% | -4.8% |
| 1Y | -6.0% | +17.6% | -23.6% | -9.9% |
| All | -6.0% | +18.2% | -24.2% | -9.9% |
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 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