-50.8%
JFIN vs VOO
+81.4%
-132.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -39.1% |
| 3M | -61.4% | +3.7% | -65.2% | -62.7% |
| 6M | -75.7% | +13.0% | -88.7% | -78.5% |
| YTD | -74.1% | +12.4% | -86.6% | -76.9% |
| 1Y | -86.2% | +18.6% | -104.8% | -88.3% |
| 3Y | -62.6% | +78.1% | -140.7% | -78.6% |
| All | -50.8% | +81.4% | -132.2% | -70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling