+149.0%
FJP vs VOO
+655.6%
-506.6%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.4% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +1.7% | +0.1% | +1.7% | +1.7% |
| 3M | +2.6% | +2.0% | +0.6% | +1.4% |
| 6M | +1.5% | +13.0% | -11.6% | -5.9% |
| YTD | +17.5% | +13.6% | +3.9% | +8.6% |
| 1Y | +23.5% | +20.1% | +3.5% | +10.4% |
| 3Y | +69.6% | +77.6% | -8.0% | +18.5% |
| 5Y | +66.3% | +82.4% | -16.2% | +13.0% |
| 10Y | +108.6% | +316.8% | -208.3% | -16.8% |
| All | +149.0% | +655.6% | -506.6% | -22.2% |
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