+2.2%
MHF price history and return analytics
+63.7%
-61.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.2% |
| 7D | -2.5% | -2.0% | -0.5% | -2.1% |
| 30D | -5.0% | -1.4% | -3.6% | -4.7% |
| 3M | -4.3% | +4.7% | -9.1% | -5.2% |
| 6M | -2.8% | +11.4% | -14.1% | -4.9% |
| YTD | -0.6% | +13.1% | -13.7% | -3.1% |
| 1Y | -5.6% | +19.0% | -24.6% | -8.9% |
| 3Y | +24.2% | +73.9% | -49.8% | +11.5% |
| 5Y | +2.2% | +65.4% | -63.2% | -7.9% |
| All | +2.2% | +63.7% | -61.4% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling