+658.8%
JHX vs VOO
+802.4%
-143.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.8% |
| 7D | -4.9% | -2.0% | -2.9% | -2.5% |
| 30D | -9.3% | -1.7% | -7.6% | -7.4% |
| 3M | +28.1% | +4.7% | +23.3% | +21.5% |
| 6M | +35.2% | +12.6% | +22.7% | +18.7% |
| YTD | +35.9% | +11.8% | +24.1% | +20.4% |
| 1Y | +42.5% | +17.5% | +25.0% | +18.9% |
| 3Y | -4.5% | +77.0% | -81.5% | -50.7% |
| 5Y | -27.1% | +82.6% | -109.7% | -63.5% |
| 10Y | +104.2% | +320.0% | -215.8% | -60.3% |
| All | +658.8% | +802.4% | -143.5% | -40.7% |
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 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