+388.3%
JBL vs VOO
+80.3%
+308.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.9% |
| 7D | -1.0% | -2.0% | +1.0% | +1.8% |
| 30D | -15.1% | -1.7% | -13.4% | -13.0% |
| 3M | -14.0% | +4.7% | -18.8% | -18.9% |
| 6M | +20.6% | +12.6% | +8.1% | +4.0% |
| YTD | +32.9% | +11.8% | +21.1% | +16.0% |
| 1Y | +40.5% | +17.5% | +23.0% | +15.4% |
| 3Y | +183.7% | +77.0% | +106.8% | +41.6% |
| 5Y | +388.3% | +82.6% | +305.8% | +140.6% |
| All | +388.3% | +80.3% | +308.0% | +140.6% |
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