-46.6%
JBGS vs VOO
+264.5%
-311.0%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.6% |
| 7D | -1.0% | -0.9% | -0.1% | -0.5% |
| 30D | +10.0% | -2.3% | +12.4% | +11.9% |
| 3M | +8.5% | -1.2% | +9.6% | +9.2% |
| 6M | -18.2% | +3.3% | -21.5% | -21.4% |
| YTD | -26.5% | +12.3% | -38.8% | -34.6% |
| 1Y | -30.3% | +12.5% | -42.8% | -38.1% |
| 3Y | +5.9% | +79.2% | -73.2% | -39.0% |
| 5Y | -50.3% | +75.7% | -126.0% | -70.9% |
| All | -46.6% | +264.5% | -311.0% | -84.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling