+110.3%
JCI vs VOO
+81.6%
+28.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | +4.1% | -0.4% | +4.4% | +4.5% |
| 30D | -3.8% | -1.4% | -2.5% | -2.4% |
| 3M | -1.6% | +3.7% | -5.4% | -5.3% |
| 6M | +9.5% | +13.0% | -3.5% | -3.9% |
| YTD | +21.7% | +12.4% | +9.3% | +7.3% |
| 1Y | +37.1% | +18.6% | +18.5% | +14.1% |
| 3Y | +165.2% | +78.1% | +87.1% | +45.9% |
| 5Y | +110.3% | +82.3% | +28.0% | +11.8% |
| All | +110.3% | +81.6% | +28.7% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling