+465.4%
J vs VOO
+803.9%
-338.5%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.1% |
| 7D | +7.6% | +3.3% | +4.3% | +4.0% |
| 30D | +11.6% | -2.7% | +14.3% | +14.9% |
| 3M | +9.4% | -1.7% | +11.2% | +11.5% |
| 6M | +39.8% | +3.1% | +36.7% | +34.9% |
| YTD | +20.8% | +11.9% | +8.8% | +6.6% |
| 1Y | +3.7% | +12.1% | -8.3% | -8.4% |
| 3Y | +47.0% | +78.6% | -31.6% | -22.3% |
| 5Y | +37.6% | +73.8% | -36.2% | -25.8% |
| 10Y | +275.7% | +312.3% | -36.6% | -30.5% |
| All | +465.4% | +803.9% | -338.5% | -63.9% |
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