+49.6%
JADE vs VOO
+43.4%
+6.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +2.0% |
| 7D | -2.6% | -2.7% | +0.1% | 0.0% |
| 30D | -13.1% | -5.4% | -7.7% | -8.2% |
| 3M | -10.6% | -4.1% | -6.6% | -6.8% |
| 6M | -11.0% | +0.7% | -11.8% | -10.9% |
| YTD | +10.5% | +8.7% | +1.8% | +4.0% |
| 1Y | +13.2% | +11.0% | +2.3% | +4.9% |
| All | +49.6% | +43.4% | +6.2% | +12.4% |
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