+27.6%
JBIO vs VOO
+13.4%
+14.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.8% | -7.4% | -7.5% |
| 7D | -10.1% | -0.8% | -9.3% | -9.2% |
| 30D | -22.9% | -1.1% | -21.8% | -21.9% |
| 3M | +11.3% | +3.9% | +7.4% | +4.8% |
| 6M | +27.6% | +13.6% | +14.0% | +0.8% |
| All | +27.6% | +13.4% | +14.2% | +0.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling