+206.8%
MHK vs VOO
+803.9%
-597.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.5% |
| 7D | -2.8% | +3.3% | -6.1% | -6.6% |
| 30D | +22.8% | -2.7% | +25.5% | +26.4% |
| 3M | +7.1% | -1.7% | +8.9% | +8.9% |
| 6M | +47.4% | +3.1% | +44.3% | +41.8% |
| YTD | +34.2% | +11.9% | +22.2% | +16.7% |
| 1Y | +33.5% | +12.1% | +21.4% | +16.1% |
| 3Y | +81.8% | +78.6% | +3.2% | -11.8% |
| 5Y | -17.3% | +73.8% | -91.1% | -57.9% |
| 10Y | -26.5% | +312.3% | -338.8% | -87.3% |
| All | +206.8% | +803.9% | -597.1% | -82.8% |
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