+51.6%
JILL vs VOO
+82.8%
-31.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +4.9% | +5.0% |
| 7D | +20.5% | -0.8% | +21.3% | +21.3% |
| 30D | +29.2% | -1.1% | +30.3% | +30.4% |
| 3M | +65.6% | +3.9% | +61.7% | +59.5% |
| 6M | +56.0% | +13.6% | +42.4% | +37.6% |
| YTD | +77.9% | +12.7% | +65.2% | +58.2% |
| 1Y | +34.5% | +17.6% | +16.9% | +14.6% |
| 3Y | -4.8% | +77.3% | -82.2% | -42.1% |
| All | +51.6% | +82.8% | -31.2% | -3.6% |
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 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