-93.1%
JELD vs VOO
+79.1%
-172.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.3% | -6.1% |
| 7D | -3.0% | +3.3% | -6.2% | -7.2% |
| 30D | -29.0% | -2.7% | -26.3% | -25.9% |
| 3M | -48.1% | -1.7% | -46.4% | -46.7% |
| 6M | -37.6% | +3.1% | -40.7% | -39.6% |
| YTD | -60.2% | +11.9% | -72.1% | -65.2% |
| 1Y | -55.5% | +12.1% | -67.5% | -61.1% |
| All | -93.1% | +79.1% | -172.2% | -97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling