-100.0%
BJDX vs VOO
+76.0%
-176.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.8% | -0.6% | +24.4% | +24.1% |
| 7D | +21.5% | +0.5% | +20.9% | +21.0% |
| 30D | -3.7% | -0.9% | -2.8% | -3.2% |
| 3M | -80.3% | +3.9% | -84.2% | -80.9% |
| 6M | -44.6% | +14.5% | -59.2% | -49.4% |
| YTD | -61.4% | +13.0% | -74.3% | -64.3% |
| 1Y | -81.9% | +19.4% | -101.3% | -83.8% |
| 3Y | -100.0% | +78.9% | -178.9% | -100.0% |
| All | -100.0% | +76.0% | -176.0% | -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 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