+30.3%
JBBB vs VOO
+71.3%
-40.9%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -0.2% | -2.0% | +1.8% | 0.0% |
| 30D | +0.5% | -1.7% | +2.2% | +0.6% |
| 3M | +1.8% | +4.7% | -3.0% | +1.4% |
| 6M | +3.4% | +12.6% | -9.2% | +2.4% |
| YTD | +3.3% | +11.8% | -8.5% | +2.4% |
| 1Y | +4.6% | +17.5% | -13.0% | +3.2% |
| 3Y | +24.1% | +77.0% | -52.9% | +19.4% |
| All | +30.3% | +71.3% | -40.9% | +24.7% |
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