+35.6%
JHSC vs VOO
+75.1%
-39.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.8% |
| 7D | -0.3% | -0.9% | +0.6% | +0.6% |
| 30D | +4.8% | -2.3% | +7.1% | +7.2% |
| 3M | -2.2% | -1.2% | -1.0% | -1.2% |
| 6M | +4.8% | +3.3% | +1.5% | +1.1% |
| YTD | +15.4% | +12.3% | +3.1% | +2.1% |
| 1Y | +17.1% | +12.5% | +4.6% | +3.5% |
| 3Y | +58.8% | +79.2% | -20.3% | -12.7% |
| 5Y | +35.6% | +75.7% | -40.0% | -23.9% |
| All | +35.6% | +75.1% | -39.5% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling