+179.6%
MHK vs VOO
+817.1%
-637.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.9% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | -1.5% | +0.1% | -1.6% | -1.5% |
| 3M | +27.0% | +2.0% | +25.0% | +24.5% |
| 6M | +16.1% | +13.0% | +3.1% | +0.5% |
| YTD | +22.3% | +13.6% | +8.7% | +5.1% |
| 1Y | -1.3% | +20.1% | -21.4% | -21.0% |
| 3Y | +31.3% | +77.6% | -46.3% | -35.4% |
| 5Y | -31.1% | +82.4% | -113.6% | -66.8% |
| 10Y | -37.5% | +316.8% | -354.4% | -89.3% |
| All | +179.6% | +817.1% | -637.5% | -84.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling