+2.2%
MHF vs VOO
+80.3%
-78.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.2% |
| 7D | -2.5% | -2.0% | -0.5% | -2.2% |
| 30D | -5.0% | -1.7% | -3.3% | -4.7% |
| 3M | -4.3% | +4.7% | -9.1% | -5.1% |
| 6M | -2.8% | +12.6% | -15.3% | -4.8% |
| YTD | -0.6% | +11.8% | -12.4% | -2.7% |
| 1Y | -5.6% | +17.5% | -23.1% | -8.3% |
| 3Y | +24.2% | +77.0% | -52.8% | +12.3% |
| 5Y | +2.2% | +82.6% | -80.3% | -7.6% |
| All | +2.2% | +80.3% | -78.1% | -7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling