-98.4%
JDST vs VOO
+77.0%
-175.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -3.4% |
| 7D | -2.3% | -0.4% | -2.0% | -2.9% |
| 30D | -20.8% | -1.4% | -19.4% | -22.6% |
| 3M | -52.4% | +3.7% | -56.2% | -47.0% |
| 6M | -28.5% | +13.0% | -41.5% | -2.7% |
| YTD | -60.1% | +12.4% | -72.5% | -45.5% |
| 1Y | -82.0% | +18.6% | -100.6% | -73.0% |
| All | -98.4% | +77.0% | -175.4% | -94.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling