-99.7%
JEM vs VOO
+28.0%
-127.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.5% |
| 7D | +8.2% | +2.6% | +5.6% | +4.2% |
| 30D | -17.9% | -2.0% | -15.9% | -15.4% |
| 3M | -41.9% | -2.8% | -39.2% | -39.3% |
| 6M | -82.9% | +2.2% | -85.0% | -83.1% |
| YTD | -94.1% | +11.5% | -105.6% | -95.0% |
| 1Y | -96.6% | +13.5% | -110.1% | -97.1% |
| All | -99.7% | +28.0% | -127.7% | -99.6% |
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