+640.9%
JCE vs VOO
+800.4%
-159.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +1.9% | +2.6% | -0.6% | -0.4% |
| 30D | -1.1% | -2.0% | +0.9% | +0.6% |
| 3M | -0.3% | -2.8% | +2.5% | +2.1% |
| 6M | +7.3% | +2.2% | +5.1% | +5.1% |
| YTD | +12.8% | +11.5% | +1.3% | +2.3% |
| 1Y | +16.4% | +13.5% | +2.9% | +3.9% |
| 3Y | +70.1% | +78.1% | -8.0% | +0.9% |
| 5Y | +63.5% | +73.1% | -9.6% | -0.8% |
| 10Y | +255.2% | +310.7% | -55.6% | -1.3% |
| All | +640.9% | +800.4% | -159.6% | +0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling