-99.6%
JEM vs VOO
+29.3%
-128.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +0.8% |
| 7D | -2.2% | -0.8% | -1.4% | -1.3% |
| 30D | -0.2% | -1.1% | +0.8% | +1.1% |
| 3M | -83.9% | +3.9% | -87.7% | -84.5% |
| 6M | -83.5% | +13.6% | -97.1% | -86.4% |
| YTD | -90.6% | +12.7% | -103.3% | -92.3% |
| 1Y | -96.7% | +17.6% | -114.2% | -96.9% |
| All | -99.6% | +29.3% | -128.9% | -99.4% |
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