+182.6%
JFB vs VOO
+36.8%
+145.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +3.4% |
| 7D | +3.9% | +0.3% | +3.6% | +3.6% |
| 30D | +13.4% | +0.2% | +13.2% | +13.2% |
| 3M | -12.3% | +2.8% | -15.1% | -14.1% |
| 6M | -50.4% | +14.3% | -64.7% | -54.9% |
| YTD | -32.4% | +14.0% | -46.4% | -38.3% |
| 1Y | +37.7% | +21.5% | +16.2% | +23.9% |
| All | +182.6% | +36.8% | +145.8% | +151.8% |
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