-53.2%
JBI vs VOO
+160.4%
-213.6%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.3% |
| 7D | -8.8% | -2.0% | -6.8% | -7.6% |
| 30D | -9.7% | -1.7% | -8.0% | -8.7% |
| 3M | -11.3% | +4.7% | -16.0% | -13.7% |
| 6M | -18.1% | +12.6% | -30.7% | -23.7% |
| YTD | -30.1% | +11.8% | -41.9% | -34.4% |
| 1Y | -54.6% | +17.5% | -72.2% | -58.5% |
| 3Y | -56.8% | +77.0% | -133.8% | -68.3% |
| 5Y | -67.6% | +82.6% | -150.2% | -77.0% |
| All | -53.2% | +160.4% | -213.6% | -66.4% |
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