+100.1%
FJUL vs VOO
+158.7%
-58.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | -0.4% | -1.4% | +1.0% | +0.5% |
| 3M | +3.6% | +3.7% | -0.1% | +1.3% |
| 6M | +9.1% | +13.0% | -3.9% | +1.0% |
| YTD | +9.2% | +12.4% | -3.3% | +1.3% |
| 1Y | +13.1% | +18.6% | -5.5% | +1.5% |
| 3Y | +55.0% | +78.1% | -23.0% | +8.2% |
| 5Y | +72.6% | +82.3% | -9.7% | +17.2% |
| All | +100.1% | +158.7% | -58.5% | +12.0% |
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