-100.0%
JDST vs VOO
+321.7%
-421.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.6% | +8.6% | +7.2% |
| 7D | +12.7% | -2.0% | +14.7% | +9.7% |
| 30D | -15.0% | -1.7% | -13.3% | -16.6% |
| 3M | -53.3% | +4.7% | -58.1% | -49.0% |
| 6M | -20.8% | +12.6% | -33.4% | -0.8% |
| YTD | -56.9% | +11.8% | -68.6% | -46.0% |
| 1Y | -79.3% | +17.5% | -96.8% | -71.9% |
| 3Y | -98.3% | +77.0% | -175.3% | -95.8% |
| 5Y | -99.0% | +82.6% | -181.6% | -97.0% |
| All | -100.0% | +321.7% | -421.7% | -99.9% |
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