+825.0%
MHO vs VT
+363.9%
+461.1%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.7% | +5.4% | +4.5% |
| 7D | +11.6% | -0.3% | +11.9% | +12.2% |
| 30D | +4.5% | -1.4% | +6.0% | +6.6% |
| 3M | -8.1% | -1.4% | -6.7% | -6.3% |
| 6M | +9.7% | +5.5% | +4.3% | +0.6% |
| YTD | +7.8% | +12.8% | -5.0% | -11.2% |
| 1Y | +8.7% | +15.4% | -6.7% | -13.6% |
| 3Y | +45.5% | +76.9% | -31.3% | -39.9% |
| 5Y | +138.4% | +60.4% | +78.0% | +16.8% |
| 10Y | +544.7% | +232.8% | +311.9% | +14.1% |
| All | +825.0% | +363.9% | +461.1% | +61.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling