+16.7%
JHPI vs VOO
+74.9%
-58.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.9% | -2.0% | +1.0% | -0.5% |
| 30D | -0.9% | -1.7% | +0.7% | -0.6% |
| 3M | -0.7% | +4.7% | -5.4% | -1.7% |
| 6M | -0.5% | +12.6% | -13.0% | -3.0% |
| YTD | +0.7% | +11.8% | -11.0% | -1.7% |
| 1Y | +1.5% | +17.5% | -16.0% | -2.0% |
| 3Y | +26.8% | +77.0% | -50.2% | +10.3% |
| All | +16.7% | +74.9% | -58.2% | +0.7% |
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