-56.1%
JELD vs VOO
+12.1%
-68.2%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -3.5% |
| 7D | -8.2% | +2.6% | -10.8% | -13.4% |
| 30D | -28.5% | -2.0% | -26.6% | -25.1% |
| 3M | -52.2% | -2.8% | -49.5% | -48.9% |
| 6M | -38.0% | +2.2% | -40.2% | -41.7% |
| YTD | -62.0% | +11.5% | -73.5% | -71.7% |
| 1Y | -56.1% | +13.5% | -69.5% | -69.2% |
| All | -56.1% | +12.1% | -68.2% | -69.2% |
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