-99.3%
JDZG vs VOO
+18.2%
-117.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | +0.5% |
| 7D | +13.3% | -0.8% | +14.0% | +12.0% |
| 30D | +9.7% | -1.1% | +10.8% | +7.8% |
| 3M | -93.0% | +3.9% | -96.9% | -92.1% |
| 6M | -88.0% | +13.6% | -101.7% | -85.4% |
| YTD | -98.3% | +12.7% | -111.0% | -98.0% |
| 1Y | -99.3% | +17.6% | -116.9% | -99.3% |
| All | -99.3% | +18.2% | -117.5% | -99.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling