+962.1%
JCI vs VOO
+800.4%
+161.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.9% |
| 7D | +3.2% | +2.6% | +0.6% | +0.7% |
| 30D | -8.6% | -2.0% | -6.6% | -6.5% |
| 3M | -7.7% | -2.8% | -5.0% | -4.8% |
| 6M | -2.6% | +2.2% | -4.7% | -4.2% |
| YTD | +17.4% | +11.5% | +5.8% | +5.7% |
| 1Y | +16.9% | +13.5% | +3.4% | +3.5% |
| 3Y | +186.7% | +78.1% | +108.7% | +64.3% |
| 5Y | +95.4% | +73.1% | +22.2% | +15.0% |
| 10Y | +292.7% | +310.7% | -18.0% | -2.0% |
| All | +962.1% | +800.4% | +161.6% | +14.4% |
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