+54.5%
JADE vs VOO
+46.8%
+7.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +1.0% | +1.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -9.5% | -3.3% | -6.2% | -6.5% |
| 3M | -8.0% | -2.4% | -5.6% | -5.7% |
| 6M | -8.1% | +2.6% | -10.7% | -9.7% |
| YTD | +14.2% | +11.3% | +2.9% | +5.1% |
| 1Y | +17.4% | +13.4% | +3.9% | +6.4% |
| All | +54.5% | +46.8% | +7.8% | +13.6% |
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