+782.3%
MHO price history and return analytics
+346.0%
+436.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.4% |
| 7D | +2.6% | -2.3% | +4.9% | +6.2% |
| 30D | +1.8% | -5.0% | +6.7% | +9.4% |
| 3M | -10.4% | -4.9% | -5.5% | -3.7% |
| 6M | -0.1% | -1.5% | +1.5% | +1.4% |
| YTD | +2.9% | +8.5% | -5.6% | -10.3% |
| 1Y | +3.7% | +11.4% | -7.6% | -13.1% |
| 3Y | +40.9% | +70.1% | -29.2% | -38.4% |
| 5Y | +121.1% | +53.7% | +67.3% | +15.2% |
| 10Y | +515.0% | +220.0% | +295.0% | +15.3% |
| All | +782.3% | +346.0% | +436.3% | +62.6% |
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