+36.1%
J vs VOO
+72.8%
-36.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | -1.7% | -0.6% | -1.1% | -1.0% |
| 30D | +12.9% | -3.6% | +16.6% | +16.7% |
| 3M | +6.9% | -2.7% | +9.6% | +9.6% |
| 6M | +33.4% | +2.2% | +31.2% | +30.6% |
| YTD | +19.6% | +10.9% | +8.7% | +8.8% |
| 1Y | +2.9% | +11.3% | -8.4% | -6.6% |
| 3Y | +45.5% | +76.9% | -31.4% | -12.4% |
| 5Y | +36.1% | +73.5% | -37.4% | -17.5% |
| All | +36.1% | +72.8% | -36.7% | -17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling