+1,374.8%
MHH vs VT
+681.8%
+693.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -0.3% | +0.4% | -0.7% | -0.5% |
| 30D | -5.3% | +1.0% | -6.3% | -5.9% |
| 3M | +12.5% | +2.4% | +10.2% | +11.1% |
| 6M | +16.0% | +12.0% | +4.0% | +8.5% |
| YTD | +6.7% | +15.3% | -8.6% | -2.1% |
| 1Y | -5.8% | +22.6% | -28.4% | -16.9% |
| 3Y | -30.4% | +74.7% | -105.0% | -50.1% |
| 5Y | -58.3% | +66.1% | -124.4% | -69.5% |
| 10Y | +93.0% | +225.0% | -132.0% | +4.2% |
| All | +1,374.8% | +681.8% | +693.0% | +420.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling