+2.4%
JHCB vs VOO
+106.0%
-103.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -1.2% | +2.6% | -3.8% | -1.6% |
| 30D | +0.5% | -2.0% | +2.5% | +0.8% |
| 3M | -2.3% | -2.8% | +0.4% | -2.0% |
| 6M | -2.6% | +2.2% | -4.7% | -2.9% |
| YTD | -2.5% | +11.5% | -14.1% | -4.1% |
| 1Y | -2.1% | +13.5% | -15.6% | -3.8% |
| 3Y | +16.8% | +78.1% | -61.3% | +7.5% |
| 5Y | -0.9% | +73.1% | -74.1% | -10.0% |
| All | +2.4% | +106.0% | -103.6% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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