+1,245.4%
MHO vs VOO
+817.1%
+428.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.1% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -1.5% | +0.1% | -1.6% | -1.5% |
| 3M | +7.2% | +2.0% | +5.1% | +3.6% |
| 6M | +3.0% | +13.0% | -10.0% | -13.9% |
| YTD | +15.9% | +13.6% | +2.3% | -4.1% |
| 1Y | -3.6% | +20.1% | -23.7% | -26.8% |
| 3Y | +47.1% | +77.6% | -30.5% | -38.3% |
| 5Y | +123.3% | +82.4% | +40.8% | -9.1% |
| 10Y | +537.7% | +316.8% | +220.8% | -25.0% |
| All | +1,245.4% | +817.1% | +428.3% | -69.1% |
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