-100.0%
JDST vs VOO
+309.6%
-409.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +0.8% |
| 7D | +15.4% | +2.6% | +12.8% | +20.1% |
| 30D | +2.2% | -2.0% | +4.2% | +0.7% |
| 3M | +11.6% | -2.8% | +14.3% | +9.9% |
| 6M | +8.9% | +2.2% | +6.7% | +18.6% |
| YTD | -41.1% | +11.5% | -52.6% | -25.2% |
| 1Y | -59.9% | +13.5% | -73.4% | -47.5% |
| 3Y | -97.8% | +78.1% | -175.9% | -94.6% |
| 5Y | -98.0% | +73.1% | -171.1% | -94.4% |
| All | -100.0% | +309.6% | -409.6% | -100.0% |
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