+24.3%
JCAP vs VOO
+27.3%
-3.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.0% |
| 7D | +4.8% | +0.5% | +4.3% | +4.3% |
| 30D | +3.2% | -0.9% | +4.2% | +4.1% |
| 3M | +39.6% | +3.9% | +35.7% | +34.3% |
| 6M | +5.2% | +14.5% | -9.3% | -10.1% |
| YTD | +0.7% | +13.0% | -12.3% | -12.2% |
| 1Y | +21.8% | +19.4% | +2.4% | -3.9% |
| All | +24.3% | +27.3% | -3.0% | -11.0% |
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 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