+638.4%
JCE vs VOO
+817.1%
-178.7%
-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 | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +2.1% | +0.1% | +2.1% | +2.1% |
| 3M | +6.2% | +2.0% | +4.2% | +4.3% |
| 6M | +13.1% | +13.0% | 0.0% | +1.4% |
| YTD | +12.4% | +13.6% | -1.2% | +0.4% |
| 1Y | +17.9% | +20.1% | -2.2% | +0.1% |
| 3Y | +70.9% | +77.6% | -6.6% | +1.9% |
| 5Y | +69.3% | +82.4% | -13.2% | -2.0% |
| 10Y | +228.2% | +316.8% | -88.6% | -9.9% |
| All | +638.4% | +817.1% | -178.7% | -1.6% |
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