-81.7%
JACK vs VOO
+315.3%
-397.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.0% |
| 7D | -6.8% | -0.4% | -6.4% | -6.5% |
| 30D | -17.2% | -1.4% | -15.8% | -16.0% |
| 3M | +23.6% | +3.7% | +19.9% | +19.0% |
| 6M | +5.9% | +13.0% | -7.1% | -6.2% |
| YTD | -22.0% | +12.4% | -34.4% | -30.5% |
| 1Y | -25.9% | +18.6% | -44.5% | -37.4% |
| 3Y | -80.0% | +78.1% | -158.1% | -88.9% |
| 5Y | -84.0% | +82.3% | -166.3% | -91.4% |
| 10Y | -81.7% | +322.5% | -404.2% | -94.9% |
| All | -81.7% | +315.3% | -397.0% | -94.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling