+421.0%
J vs VOO
+817.1%
-396.1%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.5% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | +1.3% | +0.1% | +1.3% | +1.2% |
| 3M | +18.6% | +2.0% | +16.6% | +15.8% |
| 6M | +6.4% | +13.0% | -6.6% | -7.2% |
| YTD | +11.3% | +13.6% | -2.3% | -3.3% |
| 1Y | +2.8% | +20.1% | -17.3% | -15.7% |
| 3Y | +34.3% | +77.6% | -43.3% | -28.6% |
| 5Y | +34.7% | +82.4% | -47.8% | -31.2% |
| 10Y | +268.5% | +316.8% | -48.3% | -32.5% |
| All | +421.0% | +817.1% | -396.1% | -67.3% |
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