+59.7%
IJUL vs VOO
+186.6%
-126.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.2% |
| 7D | -0.9% | -0.8% | -0.1% | -0.6% |
| 30D | -0.7% | -1.1% | +0.4% | -0.2% |
| 3M | +3.3% | +3.9% | -0.6% | +1.5% |
| 6M | +7.9% | +13.6% | -5.8% | +2.0% |
| YTD | +9.6% | +12.7% | -3.2% | +3.9% |
| 1Y | +12.4% | +17.6% | -5.2% | +4.6% |
| 3Y | +41.5% | +77.3% | -35.9% | +9.4% |
| 5Y | +49.1% | +84.1% | -35.1% | +12.1% |
| All | +59.7% | +186.6% | -126.8% | -5.0% |
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