+74.0%
JBTM vs VOO
+314.0%
-240.0%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.8% |
| 7D | -0.4% | +0.5% | -0.9% | -1.1% |
| 30D | -5.7% | -0.9% | -4.8% | -4.6% |
| 3M | -6.3% | +3.9% | -10.2% | -11.2% |
| 6M | -21.9% | +14.5% | -36.4% | -34.8% |
| YTD | -22.9% | +13.0% | -35.8% | -34.5% |
| 1Y | -17.9% | +19.4% | -37.4% | -35.4% |
| 3Y | +10.8% | +78.9% | -68.1% | -49.7% |
| 5Y | -21.1% | +82.3% | -103.3% | -64.5% |
| 10Y | +74.0% | +314.2% | -240.2% | -74.0% |
| All | +74.0% | +314.0% | -240.0% | -74.0% |
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