+40.9%
MHO price history and return analytics
+69.7%
-28.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.3% |
| 7D | +2.6% | -2.3% | +4.9% | +5.2% |
| 30D | +1.8% | -5.0% | +6.7% | +7.3% |
| 3M | -10.4% | -4.9% | -5.5% | -5.4% |
| 6M | -0.1% | -1.5% | +1.5% | +1.1% |
| YTD | +2.9% | +8.5% | -5.6% | -7.3% |
| 1Y | +3.7% | +11.4% | -7.6% | -9.5% |
| 3Y | +40.9% | +70.1% | -29.2% | -41.0% |
| All | +40.9% | +69.7% | -28.9% | -41.0% |
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