+30.3%
JDVL vs VOO
+20.4%
+9.9%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | +0.1% |
| 7D | +1.1% | +0.1% | +1.0% | +0.9% |
| 30D | -0.3% | -3.3% | +3.0% | +2.8% |
| 3M | -2.0% | -2.4% | +0.4% | +0.2% |
| 6M | +8.1% | +2.6% | +5.5% | +5.4% |
| YTD | +18.2% | +11.3% | +7.0% | +6.9% |
| 1Y | +21.7% | +13.4% | +8.2% | +8.2% |
| All | +30.3% | +20.4% | +9.9% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling