+26.6%
JBTM vs VOO
+78.4%
-51.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.5% | -1.7% |
| 7D | +12.8% | +0.1% | +12.7% | +12.4% |
| 30D | +20.9% | -3.3% | +24.2% | +25.1% |
| 3M | +5.2% | -2.4% | +7.6% | +7.7% |
| 6M | -7.0% | +2.6% | -9.6% | -10.3% |
| YTD | -13.9% | +11.3% | -25.2% | -24.3% |
| 1Y | -8.1% | +13.4% | -21.6% | -20.9% |
| 3Y | +26.6% | +80.3% | -53.7% | -42.9% |
| All | +26.6% | +78.4% | -51.8% | -42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling