+9.7%
MHO vs VT
+5.0%
+4.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.7% | +5.4% | +5.8% |
| 7D | +11.6% | -0.3% | +11.9% | +11.7% |
| 30D | +4.5% | -1.4% | +6.0% | +5.6% |
| 3M | -8.1% | -1.4% | -6.7% | -7.0% |
| 6M | +9.7% | +5.5% | +4.3% | +0.8% |
| All | +9.7% | +5.0% | +4.8% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 6mo: compounded portfolio wealth divided by compounded VT 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…
6mo analysis · Full analysis span regression · 6 months rolling