-92.2%
JELD vs VOO
+286.0%
-378.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.4% |
| 7D | -10.6% | -2.0% | -8.6% | -7.6% |
| 30D | +7.4% | -1.7% | +9.1% | +10.4% |
| 3M | +24.5% | +4.7% | +19.8% | +16.8% |
| 6M | +34.4% | +12.6% | +21.9% | +14.7% |
| YTD | -17.5% | +11.8% | -29.2% | -28.6% |
| 1Y | -67.7% | +17.5% | -85.3% | -74.0% |
| 3Y | -85.3% | +77.0% | -162.3% | -93.9% |
| 5Y | -92.3% | +82.6% | -174.9% | -96.9% |
| All | -92.2% | +286.0% | -378.2% | -98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling