-61.0%
JAGU vs VOO
+11.5%
-72.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -3.3% |
| 7D | -5.5% | -0.8% | -4.7% | -3.2% |
| 30D | -9.8% | -1.1% | -8.8% | -7.1% |
| 3M | -22.0% | +3.9% | -25.9% | -32.7% |
| 6M | -11.9% | +13.6% | -25.5% | -59.6% |
| All | -61.0% | +11.5% | -72.5% | -81.6% |
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 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