-100.0%
JDZG vs VOO
+49.8%
-149.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.2% | -0.6% | +17.7% | +17.0% |
| 7D | +27.9% | +0.5% | +27.4% | +28.1% |
| 30D | +12.4% | -0.9% | +13.4% | +12.1% |
| 3M | -92.8% | +3.9% | -96.7% | -92.6% |
| 6M | -88.1% | +14.5% | -102.7% | -87.9% |
| YTD | -98.2% | +13.0% | -111.2% | -98.2% |
| 1Y | -99.2% | +19.4% | -118.6% | -99.2% |
| All | -100.0% | +49.8% | -149.8% | -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 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