-0.4%
MHF vs VT
+10.5%
-10.9%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | +0.6% | -2.3% | +2.9% | +1.3% |
| 30D | +6.7% | -5.0% | +11.7% | +8.3% |
| 3M | -4.0% | -4.9% | +0.8% | -2.7% |
| 6M | -3.4% | -1.5% | -1.9% | -2.9% |
| YTD | -0.2% | +8.5% | -8.7% | -3.8% |
| 1Y | -0.4% | +11.4% | -11.8% | -4.7% |
| All | -0.4% | +10.5% | -10.9% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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