+323.6%
BJ vs VOO
+224.8%
+98.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +2.9% | +0.1% | +2.7% | +2.8% |
| 30D | -3.6% | +0.1% | -3.7% | -3.7% |
| 3M | +5.4% | +2.0% | +3.4% | +4.2% |
| 6M | -6.8% | +13.0% | -19.8% | -12.3% |
| YTD | +3.5% | +13.6% | -10.1% | -3.0% |
| 1Y | -3.7% | +20.1% | -23.8% | -12.3% |
| 3Y | +41.8% | +77.6% | -35.7% | +3.4% |
| 5Y | +57.5% | +82.4% | -25.0% | +12.3% |
| All | +323.6% | +224.8% | +98.8% | +149.6% |
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