-13.3%
MHK price history and return analytics
+57.5%
-70.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.4% |
| 7D | +4.4% | -0.1% | +4.5% | +4.5% |
| 30D | +28.5% | -3.1% | +31.6% | +33.6% |
| 3M | +11.9% | -3.5% | +15.4% | +17.0% |
| 6M | +46.1% | +0.5% | +45.7% | +45.0% |
| YTD | +38.8% | +10.8% | +28.0% | +20.4% |
| 1Y | +40.4% | +11.9% | +28.5% | +20.2% |
| 3Y | +88.1% | +73.0% | +15.1% | -13.0% |
| 5Y | -13.3% | +58.6% | -71.9% | -53.8% |
| All | -13.3% | +57.5% | -70.8% | -53.8% |
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 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