-7.1%
JJSF vs VOO
+309.9%
-317.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +5.2% | -2.7% | +7.9% | +6.9% |
| 30D | +13.2% | -5.4% | +18.6% | +17.0% |
| 3M | -1.3% | -4.1% | +2.8% | +1.1% |
| 6M | +16.5% | +0.7% | +15.8% | +15.2% |
| YTD | +2.4% | +8.7% | -6.3% | -4.1% |
| 1Y | +11.5% | +11.0% | +0.6% | +2.9% |
| 3Y | -39.1% | +75.5% | -114.6% | -60.2% |
| 5Y | -35.5% | +68.4% | -103.8% | -57.1% |
| All | -7.1% | +309.9% | -317.0% | -71.9% |
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