+60.0%
JBTM vs VOO
+308.3%
-248.3%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +0.8% |
| 7D | +17.6% | -2.7% | +20.3% | +21.6% |
| 30D | +23.0% | -5.4% | +28.4% | +31.8% |
| 3M | +5.2% | -4.1% | +9.3% | +10.6% |
| 6M | -5.8% | +0.7% | -6.6% | -7.5% |
| YTD | -14.6% | +8.7% | -23.3% | -24.0% |
| 1Y | -8.4% | +11.0% | -19.3% | -20.6% |
| 3Y | +22.2% | +75.5% | -53.2% | -43.2% |
| 5Y | -21.1% | +68.4% | -89.5% | -60.6% |
| All | +60.0% | +308.3% | -248.3% | -76.3% |
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