-9.5%
JBTM vs VOO
+9.8%
-19.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +0.9% |
| 7D | +17.6% | -2.7% | +20.3% | +20.4% |
| 30D | +23.0% | -5.4% | +28.4% | +29.8% |
| 3M | +5.2% | -4.1% | +9.3% | +9.3% |
| 6M | -5.8% | +0.7% | -6.6% | -8.7% |
| YTD | -14.6% | +8.7% | -23.3% | -26.0% |
| All | -9.5% | +9.8% | -19.3% | -21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling