+23.6%
JCAP vs VOO
+26.7%
-3.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +1.9% | -0.4% | +2.3% | +2.2% |
| 30D | +3.3% | -1.4% | +4.7% | +4.6% |
| 3M | +34.6% | +3.7% | +30.8% | +29.5% |
| 6M | +6.5% | +13.0% | -6.6% | -7.6% |
| YTD | +0.1% | +12.4% | -12.3% | -12.4% |
| 1Y | +25.1% | +18.6% | +6.5% | -0.5% |
| All | +23.6% | +26.7% | -3.1% | -11.1% |
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