-7.2%
JACK vs VOO
+817.1%
-824.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.4% | +6.8% | +6.8% |
| 7D | -0.3% | +0.1% | -0.4% | -0.5% |
| 30D | -12.4% | +0.1% | -12.4% | -12.5% |
| 3M | +38.5% | +2.0% | +36.5% | +35.7% |
| 6M | +6.7% | +13.0% | -6.3% | -5.3% |
| YTD | -14.8% | +13.6% | -28.4% | -24.7% |
| 1Y | -16.9% | +20.1% | -37.0% | -30.5% |
| 3Y | -79.2% | +77.6% | -156.8% | -88.3% |
| 5Y | -83.1% | +82.4% | -165.5% | -90.8% |
| 10Y | -81.0% | +316.8% | -397.8% | -95.3% |
| All | -7.2% | +817.1% | -824.2% | -89.8% |
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