-16.5%
JACK vs VOO
+806.9%
-823.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.9% |
| 7D | +1.0% | -0.9% | +1.9% | +1.8% |
| 30D | +19.1% | -2.3% | +21.5% | +21.8% |
| 3M | -18.8% | -1.2% | -17.6% | -17.9% |
| 6M | +8.3% | +3.3% | +4.9% | +4.3% |
| YTD | -23.4% | +12.3% | -35.8% | -31.6% |
| 1Y | -3.2% | +12.5% | -15.7% | -13.7% |
| 3Y | -76.6% | +79.2% | -155.7% | -86.9% |
| 5Y | -84.1% | +75.7% | -159.8% | -91.1% |
| 10Y | -82.4% | +313.7% | -396.1% | -95.6% |
| All | -16.5% | +806.9% | -823.4% | -90.7% |
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