-96.4%
JELD vs VOO
+285.2%
-381.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -3.9% |
| 7D | -8.2% | +2.6% | -10.8% | -11.5% |
| 30D | -28.5% | -2.0% | -26.6% | -26.1% |
| 3M | -52.2% | -2.8% | -49.5% | -50.0% |
| 6M | -38.0% | +2.2% | -40.2% | -39.3% |
| YTD | -62.0% | +11.5% | -73.5% | -67.0% |
| 1Y | -56.1% | +13.5% | -69.5% | -62.8% |
| 3Y | -93.4% | +78.1% | -171.5% | -97.3% |
| 5Y | -96.5% | +73.1% | -169.6% | -98.4% |
| All | -96.4% | +285.2% | -381.6% | -99.5% |
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