+1,525.1%
JBL vs VOO
+325.3%
+1,199.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.8% | +4.2% | +3.9% |
| 7D | +2.4% | -0.8% | +3.2% | +3.5% |
| 30D | -13.1% | -1.1% | -12.0% | -11.7% |
| 3M | -15.6% | +3.9% | -19.5% | -19.4% |
| 6M | +24.6% | +13.6% | +10.9% | +6.5% |
| YTD | +39.6% | +12.7% | +26.9% | +21.0% |
| 1Y | +48.6% | +17.6% | +31.0% | +22.4% |
| 3Y | +197.3% | +77.3% | +119.9% | +46.6% |
| 5Y | +413.0% | +84.1% | +328.9% | +143.4% |
| All | +1,525.1% | +325.3% | +1,199.8% | +193.2% |
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