+199.5%
JHMM vs VOO
+325.3%
-125.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.2% |
| 7D | -1.5% | -0.8% | -0.7% | -0.7% |
| 30D | -4.0% | -1.1% | -2.9% | -2.9% |
| 3M | +0.6% | +3.9% | -3.3% | -3.3% |
| 6M | +9.0% | +13.6% | -4.6% | -4.4% |
| YTD | +13.2% | +12.7% | +0.5% | +0.1% |
| 1Y | +14.2% | +17.6% | -3.4% | -3.3% |
| 3Y | +55.5% | +77.3% | -21.8% | -13.6% |
| 5Y | +46.6% | +84.1% | -37.5% | -21.7% |
| All | +199.5% | +325.3% | -125.8% | -31.0% |
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