-100.0%
BJDX vs VOO
+75.6%
-175.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +0.8% | -12.0% | -11.7% |
| 7D | +7.8% | -0.8% | +8.6% | +8.2% |
| 30D | -14.6% | -1.1% | -13.5% | -14.1% |
| 3M | -81.1% | +3.9% | -85.0% | -81.7% |
| 6M | -55.8% | +13.6% | -69.4% | -59.4% |
| YTD | -66.4% | +12.7% | -79.1% | -68.9% |
| 1Y | -84.7% | +17.6% | -102.3% | -86.3% |
| 3Y | -100.0% | +77.3% | -177.3% | -100.0% |
| All | -100.0% | +75.6% | -175.6% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling