+83.7%
VOO vs JHX
-27.7%
+111.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.7% |
| 7D | -0.8% | -6.3% | +5.5% | +0.4% |
| 30D | -1.1% | -7.7% | +6.7% | +0.3% |
| 3M | +3.9% | +19.2% | -15.3% | +0.2% |
| 6M | +13.6% | +38.3% | -24.6% | +5.9% |
| YTD | +12.7% | +37.2% | -24.5% | +4.9% |
| 1Y | +17.6% | +42.3% | -24.7% | +8.2% |
| 3Y | +77.3% | -4.4% | +81.7% | +63.9% |
| All | +83.7% | -27.7% | +111.4% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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