+86.9%
FJP vs VOO
+309.6%
-222.7%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +4.5% | +2.6% | +2.0% | +2.8% |
| 30D | -7.4% | -2.0% | -5.4% | -6.1% |
| 3M | -8.0% | -2.8% | -5.3% | -6.2% |
| 6M | -10.3% | +2.2% | -12.5% | -11.3% |
| YTD | +7.5% | +11.5% | -4.1% | +0.6% |
| 1Y | +9.2% | +13.5% | -4.3% | +1.1% |
| 3Y | +60.1% | +78.1% | -17.9% | +11.7% |
| 5Y | +57.9% | +73.1% | -15.3% | +11.0% |
| All | +86.9% | +309.6% | -222.7% | -29.0% |
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