-32.8%
MHK vs VOO
+81.6%
-114.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | -1.0% | -0.4% | -0.6% | -0.5% |
| 30D | -5.7% | -1.4% | -4.3% | -3.9% |
| 3M | +19.7% | +3.7% | +16.0% | +14.9% |
| 6M | +18.6% | +13.0% | +5.6% | +2.8% |
| YTD | +17.1% | +12.4% | +4.6% | +2.0% |
| 1Y | -5.6% | +18.6% | -24.1% | -23.1% |
| 3Y | +36.0% | +78.1% | -42.1% | -33.6% |
| 5Y | -32.8% | +82.3% | -115.0% | -67.9% |
| All | -32.8% | +81.6% | -114.4% | -67.9% |
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 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