+330.8%
JCI vs VOO
+321.7%
+9.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | +0.4% | -2.0% | +2.4% | +2.4% |
| 30D | -7.7% | -1.7% | -6.1% | -6.2% |
| 3M | +2.8% | +4.7% | -2.0% | -1.8% |
| 6M | +7.2% | +12.6% | -5.3% | -4.5% |
| YTD | +20.0% | +11.8% | +8.2% | +7.5% |
| 1Y | +33.3% | +17.5% | +15.7% | +13.6% |
| 3Y | +161.3% | +77.0% | +84.3% | +51.2% |
| 5Y | +108.8% | +82.6% | +26.2% | +17.4% |
| All | +330.8% | +321.7% | +9.1% | +6.7% |
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