+16.9%
JD vs VOO
+315.3%
-298.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | -3.0% | -0.4% | -2.6% | -2.6% |
| 30D | -19.3% | -1.4% | -18.0% | -18.2% |
| 3M | -6.0% | +3.7% | -9.7% | -9.9% |
| 6M | +1.8% | +13.0% | -11.2% | -10.9% |
| YTD | -2.6% | +12.4% | -15.0% | -14.3% |
| 1Y | -17.4% | +18.6% | -36.0% | -31.3% |
| 3Y | -8.6% | +78.1% | -86.7% | -51.4% |
| 5Y | -61.6% | +82.3% | -143.9% | -79.9% |
| 10Y | +16.9% | +322.5% | -305.7% | -75.3% |
| All | +16.9% | +315.3% | -298.5% | -75.3% |
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