-82.3%
JAKK vs VOO
+810.0%
-892.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.8% |
| 7D | -1.7% | -0.8% | -0.9% | -0.9% |
| 30D | -3.0% | -1.1% | -1.9% | -2.0% |
| 3M | +9.2% | +3.9% | +5.3% | +5.0% |
| 6M | +20.9% | +13.6% | +7.2% | +6.3% |
| YTD | +47.9% | +12.7% | +35.2% | +31.3% |
| 1Y | +43.1% | +17.6% | +25.5% | +22.1% |
| 3Y | +41.1% | +77.3% | -36.2% | -16.4% |
| 5Y | +103.8% | +84.1% | +19.6% | +20.1% |
| 10Y | -70.7% | +323.5% | -394.2% | -90.9% |
| All | -82.3% | +810.0% | -892.3% | -97.6% |
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