+5.5%
JCAP vs VOO
+12.1%
-6.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.5% |
| 7D | +5.3% | +2.6% | +2.7% | +3.6% |
| 30D | +2.9% | -2.0% | +4.8% | +4.0% |
| 3M | -2.3% | -2.8% | +0.4% | -0.6% |
| 6M | +14.7% | +2.2% | +12.5% | +12.0% |
| YTD | -3.0% | +11.5% | -14.5% | -13.1% |
| 1Y | +5.5% | +13.5% | -8.0% | -7.1% |
| All | +5.5% | +12.1% | -6.6% | -7.1% |
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 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