-51.8%
JBGS vs VOO
+82.6%
-134.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -3.1% | +0.1% | -3.3% | -3.2% |
| 30D | -2.7% | +0.1% | -2.7% | -2.7% |
| 3M | -20.1% | +2.0% | -22.1% | -21.9% |
| 6M | -21.1% | +13.0% | -34.1% | -29.5% |
| YTD | -29.3% | +13.6% | -42.9% | -37.2% |
| 1Y | -44.2% | +20.1% | -64.3% | -52.9% |
| 3Y | -15.9% | +77.6% | -93.5% | -51.0% |
| All | -51.8% | +82.6% | -134.4% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling