-25.0%
MH price history and return analytics
+24.1%
-49.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -4.1% |
| 7D | -1.3% | +1.0% | -2.3% | -1.5% |
| 30D | +9.9% | -0.2% | +10.1% | +10.0% |
| 3M | +7.1% | +4.5% | +2.5% | +5.6% |
| 6M | -10.1% | +14.1% | -24.2% | -17.3% |
| YTD | -22.7% | +14.8% | -37.5% | -30.4% |
| 1Y | -15.2% | +21.2% | -36.4% | -28.7% |
| All | -25.0% | +24.1% | -49.1% | -38.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling