-6.7%
JD vs VOO
+12.0%
-18.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +5.2% | -0.6% | +5.8% | +5.2% |
| 30D | +4.5% | -3.6% | +8.1% | +6.4% |
| 3M | -15.4% | -2.7% | -12.7% | -14.4% |
| 6M | -6.0% | +2.2% | -8.3% | -8.5% |
| YTD | +2.2% | +10.9% | -8.7% | -7.6% |
| 1Y | -6.7% | +11.3% | -18.0% | -15.9% |
| All | -6.7% | +12.0% | -18.7% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling