-91.2%
JELD vs VOO
+292.3%
-383.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.9% |
| 7D | -9.1% | +0.1% | -9.2% | -9.2% |
| 30D | +27.1% | +0.1% | +27.0% | +27.0% |
| 3M | +13.9% | +2.0% | +11.8% | +11.5% |
| 6M | +14.4% | +13.0% | +1.4% | -3.3% |
| YTD | -6.5% | +13.6% | -20.1% | -21.2% |
| 1Y | -64.4% | +20.1% | -84.5% | -72.3% |
| 3Y | -84.9% | +77.6% | -162.4% | -93.8% |
| 5Y | -91.9% | +82.4% | -174.4% | -96.7% |
| All | -91.2% | +292.3% | -383.5% | -98.7% |
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