+5.2%
JHMB vs VOO
+86.4%
-81.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | -1.3% | -0.8% | -0.5% | -1.2% |
| 30D | -1.6% | -1.1% | -0.5% | -1.6% |
| 3M | -1.9% | +3.9% | -5.8% | -2.0% |
| 6M | -1.9% | +13.6% | -15.5% | -2.2% |
| YTD | -1.3% | +12.7% | -14.0% | -1.5% |
| 1Y | 0.0% | +17.6% | -17.6% | -0.4% |
| 3Y | +15.9% | +77.3% | -61.4% | +14.4% |
| 5Y | +5.1% | +84.1% | -79.0% | +3.5% |
| All | +5.2% | +86.4% | -81.1% | +3.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling