+30.5%
JDVL vs VOO
+21.5%
+8.9%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.8% |
| 7D | -1.0% | -0.9% | 0.0% | -0.2% |
| 30D | -0.1% | -2.3% | +2.3% | +2.1% |
| 3M | -2.2% | -1.2% | -1.0% | -1.2% |
| 6M | +7.6% | +3.3% | +4.2% | +4.2% |
| YTD | +18.4% | +12.3% | +6.1% | +6.1% |
| 1Y | +19.9% | +12.5% | +7.4% | +7.2% |
| All | +30.5% | +21.5% | +8.9% | +8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling