-84.1%
JACK vs VOO
+75.1%
-159.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.8% |
| 7D | +1.0% | -0.9% | +1.9% | +1.7% |
| 30D | +19.1% | -2.3% | +21.5% | +21.6% |
| 3M | -18.8% | -1.2% | -17.6% | -18.0% |
| 6M | +8.3% | +3.3% | +4.9% | +4.6% |
| YTD | -23.4% | +12.3% | -35.8% | -31.1% |
| 1Y | -3.2% | +12.5% | -15.7% | -13.1% |
| 3Y | -76.6% | +79.2% | -155.7% | -86.0% |
| 5Y | -84.1% | +75.7% | -159.8% | -90.6% |
| All | -84.1% | +75.1% | -159.3% | -90.6% |
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