+115.6%
JBSS vs VOO
+325.3%
-209.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.2% |
| 7D | -3.0% | -0.8% | -2.2% | -2.7% |
| 30D | -15.0% | -1.1% | -13.9% | -14.6% |
| 3M | -7.3% | +3.9% | -11.1% | -8.8% |
| 6M | -3.7% | +13.6% | -17.4% | -9.0% |
| YTD | +3.8% | +12.7% | -8.9% | -1.7% |
| 1Y | +16.2% | +17.6% | -1.4% | +7.7% |
| 3Y | -24.9% | +77.3% | -102.2% | -42.6% |
| 5Y | +1.1% | +84.1% | -83.0% | -25.2% |
| All | +115.6% | +325.3% | -209.7% | -3.6% |
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 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