+101.6%
JHX vs VOO
+325.3%
-223.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | 0.0% |
| 7D | -6.3% | -0.8% | -5.5% | -5.4% |
| 30D | -7.7% | -1.1% | -6.7% | -6.4% |
| 3M | +19.2% | +3.9% | +15.3% | +14.0% |
| 6M | +38.3% | +13.6% | +24.6% | +19.8% |
| YTD | +37.2% | +12.7% | +24.5% | +20.2% |
| 1Y | +42.3% | +17.6% | +24.7% | +18.4% |
| 3Y | -4.4% | +77.3% | -81.7% | -51.1% |
| 5Y | -26.4% | +84.1% | -110.5% | -63.7% |
| All | +101.6% | +325.3% | -223.7% | -60.3% |
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