+85.1%
MHK vs VOO
+78.5%
+6.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | -2.1% | +2.6% | -4.7% | -4.9% |
| 30D | +22.8% | -2.0% | +24.8% | +25.3% |
| 3M | +5.9% | -2.8% | +8.7% | +9.0% |
| 6M | +50.5% | +2.2% | +48.3% | +46.2% |
| YTD | +34.8% | +11.5% | +23.3% | +18.3% |
| 1Y | +36.5% | +13.5% | +23.0% | +17.4% |
| 3Y | +85.1% | +78.1% | +7.0% | -24.9% |
| All | +85.1% | +78.5% | +6.7% | -24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling