+2,347.2%
JAZZ vs VOO
+812.0%
+1,535.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.2% |
| 7D | -1.5% | +0.5% | -2.0% | -2.0% |
| 30D | -6.4% | -0.9% | -5.5% | -5.6% |
| 3M | +3.5% | +3.9% | -0.4% | -0.3% |
| 6M | +31.9% | +14.5% | +17.4% | +16.0% |
| YTD | +41.2% | +13.0% | +28.3% | +25.9% |
| 1Y | +84.9% | +19.4% | +65.5% | +55.7% |
| 3Y | +76.0% | +78.9% | -2.9% | -0.1% |
| 5Y | +77.8% | +82.3% | -4.4% | -2.7% |
| 10Y | +97.4% | +314.2% | -216.8% | -59.0% |
| All | +2,347.2% | +812.0% | +1,535.2% | +94.4% |
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 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