-35.1%
MH price history and return analytics
+20.4%
-55.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | -1.7% | +2.9% | -4.6% | -2.8% |
| 30D | -17.7% | -2.5% | -15.2% | -17.0% |
| 3M | -4.8% | -3.3% | -1.5% | -3.7% |
| 6M | -2.7% | +1.5% | -4.3% | -3.3% |
| YTD | -33.1% | +11.4% | -44.4% | -39.1% |
| 1Y | -21.6% | +11.9% | -33.6% | -29.0% |
| All | -35.1% | +20.4% | -55.5% | -46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling