+111.4%
JHSC vs VOO
+237.1%
-125.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.4% | +0.4% |
| 7D | +0.7% | +0.1% | +0.6% | +0.5% |
| 30D | +4.5% | -3.3% | +7.8% | +8.0% |
| 3M | -2.5% | -2.4% | -0.1% | -0.3% |
| 6M | +3.8% | +2.6% | +1.2% | +0.9% |
| YTD | +15.2% | +11.3% | +3.9% | +3.1% |
| 1Y | +17.8% | +13.4% | +4.4% | +3.5% |
| 3Y | +60.7% | +80.3% | -19.6% | -11.2% |
| 5Y | +34.5% | +72.7% | -38.2% | -22.3% |
| All | +111.4% | +237.1% | -125.8% | -35.1% |
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