+50.6%
GJAN vs VOO
+100.4%
-49.8%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -0.6% | -2.0% | +1.4% | +0.4% |
| 30D | 0.0% | -1.7% | +1.6% | +0.8% |
| 3M | +3.2% | +4.7% | -1.5% | +0.9% |
| 6M | +7.3% | +12.6% | -5.3% | +1.2% |
| YTD | +7.0% | +11.8% | -4.8% | +1.2% |
| 1Y | +10.9% | +17.5% | -6.7% | +2.3% |
| 3Y | +39.3% | +77.0% | -37.7% | +3.4% |
| All | +50.6% | +100.4% | -49.8% | +5.2% |
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