-97.7%
JBIO vs VOO
+92.0%
-189.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.8% | -7.4% | -7.5% |
| 7D | -10.1% | -0.8% | -9.3% | -9.4% |
| 30D | -22.9% | -1.1% | -21.8% | -22.1% |
| 3M | +11.3% | +3.9% | +7.4% | +6.2% |
| 6M | +27.6% | +13.6% | +14.0% | +10.7% |
| YTD | +15.9% | +12.7% | +3.2% | +1.5% |
| 1Y | +130.5% | +17.6% | +113.0% | +93.3% |
| 3Y | -96.1% | +77.3% | -173.4% | -98.5% |
| 5Y | -97.5% | +84.1% | -181.6% | -99.0% |
| All | -97.7% | +92.0% | -189.7% | -99.1% |
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 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