+800.6%
MHO price history and return analytics
+345.0%
+455.6%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.4% | +3.5% |
| 7D | +4.7% | -4.2% | +8.8% | +11.5% |
| 30D | +0.8% | -5.8% | +6.6% | +9.8% |
| 3M | -10.8% | -5.2% | -5.5% | -3.5% |
| 6M | +4.5% | +0.1% | +4.4% | +3.4% |
| YTD | +5.0% | +8.2% | -3.3% | -8.1% |
| 1Y | +5.1% | +10.1% | -5.0% | -10.4% |
| 3Y | +41.7% | +69.7% | -28.0% | -37.8% |
| 5Y | +125.6% | +53.4% | +72.3% | +18.0% |
| 10Y | +527.7% | +219.2% | +308.4% | +18.1% |
| All | +800.6% | +345.0% | +455.6% | +66.5% |
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