-59.9%
JFIN vs VOO
+77.0%
-136.8%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -2.7% |
| 7D | -17.1% | -0.4% | -16.8% | -16.7% |
| 30D | -40.0% | -1.4% | -38.6% | -39.0% |
| 3M | -61.4% | +3.7% | -65.2% | -62.7% |
| 6M | -75.7% | +13.0% | -88.7% | -78.4% |
| YTD | -74.1% | +12.4% | -86.6% | -76.8% |
| 1Y | -86.2% | +18.6% | -104.8% | -88.2% |
| All | -59.9% | +77.0% | -136.8% | -72.6% |
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