+526.6%
MHO vs VOO
+315.3%
+211.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | -3.2% | -0.4% | -2.8% | -2.7% |
| 30D | -4.0% | -1.4% | -2.6% | -2.2% |
| 3M | +1.0% | +3.7% | -2.7% | -4.1% |
| 6M | +6.1% | +13.0% | -6.9% | -10.1% |
| YTD | +11.1% | +12.4% | -1.3% | -5.4% |
| 1Y | -7.1% | +18.6% | -25.7% | -26.7% |
| 3Y | +51.6% | +78.1% | -26.5% | -32.8% |
| 5Y | +126.9% | +82.3% | +44.6% | -1.2% |
| 10Y | +526.6% | +322.5% | +204.0% | +0.7% |
| All | +526.6% | +315.3% | +211.3% | +0.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling