+2.1%
JKHY vs VOO
+82.8%
-80.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.6% |
| 7D | -2.7% | -0.8% | -2.0% | -2.3% |
| 30D | +6.2% | -1.1% | +7.2% | +6.7% |
| 3M | +28.4% | +3.9% | +24.5% | +25.7% |
| 6M | -2.7% | +13.6% | -16.4% | -9.6% |
| YTD | -10.7% | +12.7% | -23.4% | -16.6% |
| 1Y | +1.3% | +17.6% | -16.3% | -7.9% |
| 3Y | +10.9% | +77.3% | -66.4% | -23.7% |
| All | +2.1% | +82.8% | -80.7% | -34.0% |
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