+32.2%
JD vs VOO
+314.4%
-282.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -2.9% |
| 7D | +0.4% | -0.9% | +1.3% | +0.9% |
| 30D | +4.2% | -2.3% | +6.6% | +6.2% |
| 3M | -12.8% | -1.2% | -11.6% | -12.3% |
| 6M | -8.8% | +3.3% | -12.1% | -12.9% |
| YTD | +0.5% | +12.3% | -11.8% | -12.1% |
| 1Y | -8.8% | +12.5% | -21.3% | -20.4% |
| 3Y | +18.6% | +79.2% | -60.6% | -38.0% |
| 5Y | -62.2% | +75.7% | -137.9% | -79.6% |
| 10Y | +32.2% | +313.7% | -281.5% | -76.5% |
| All | +32.2% | +314.4% | -282.2% | -76.5% |
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