-21.7%
MH price history and return analytics
+24.7%
-46.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.7% | +0.4% | +0.2% | +0.6% |
| 30D | +14.1% | +1.0% | +13.1% | +13.9% |
| 3M | +10.7% | +2.4% | +8.4% | +10.8% |
| 6M | -5.7% | +12.0% | -17.7% | -12.2% |
| YTD | -19.3% | +15.3% | -34.7% | -27.4% |
| 1Y | -10.2% | +22.6% | -32.8% | -25.1% |
| All | -21.7% | +24.7% | -46.4% | -36.2% |
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