+32.5%
JD vs VOO
+306.9%
-274.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +5.2% | -0.6% | +5.8% | +5.4% |
| 30D | +4.5% | -3.6% | +8.1% | +8.0% |
| 3M | -15.4% | -2.7% | -12.7% | -13.5% |
| 6M | -6.0% | +2.2% | -8.3% | -9.2% |
| YTD | +2.2% | +10.9% | -8.7% | -9.4% |
| 1Y | -6.7% | +11.3% | -18.0% | -17.7% |
| 3Y | +20.5% | +76.9% | -56.4% | -36.1% |
| 5Y | -58.4% | +73.5% | -131.9% | -77.2% |
| 10Y | +32.5% | +307.7% | -275.2% | -75.9% |
| All | +32.5% | +306.9% | -274.4% | -75.9% |
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