+712.3%
JKHY vs VOO
+810.0%
-97.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.8% |
| 7D | -2.7% | -0.8% | -2.0% | -2.2% |
| 30D | +6.2% | -1.1% | +7.2% | +7.0% |
| 3M | +28.4% | +3.9% | +24.5% | +24.4% |
| 6M | -2.7% | +13.6% | -16.4% | -12.4% |
| YTD | -10.7% | +12.7% | -23.4% | -19.2% |
| 1Y | +1.3% | +17.6% | -16.3% | -11.5% |
| 3Y | +10.9% | +77.3% | -66.4% | -31.8% |
| 5Y | +1.7% | +84.1% | -82.4% | -40.2% |
| 10Y | +111.2% | +323.5% | -212.4% | -43.7% |
| All | +712.3% | +810.0% | -97.7% | -9.0% |
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 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