-88.6%
JFIN vs VOO
+196.6%
-285.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.2% |
| 7D | -20.2% | -2.0% | -18.2% | -18.0% |
| 30D | -39.5% | -1.7% | -37.8% | -38.1% |
| 3M | -63.9% | +4.7% | -68.7% | -65.8% |
| 6M | -76.8% | +12.6% | -89.3% | -80.1% |
| YTD | -75.2% | +11.8% | -86.9% | -78.4% |
| 1Y | -86.6% | +17.5% | -104.1% | -89.1% |
| 3Y | -64.1% | +77.0% | -141.1% | -83.3% |
| 5Y | -52.8% | +82.6% | -135.4% | -79.1% |
| All | -88.6% | +196.6% | -285.2% | -97.7% |
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 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