-35.1%
JJSF vs VOO
+67.9%
-103.0%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +5.2% | -2.7% | +7.9% | +6.0% |
| 30D | +13.2% | -5.4% | +18.6% | +15.1% |
| 3M | -1.3% | -4.1% | +2.8% | -0.1% |
| 6M | +16.5% | +0.7% | +15.8% | +15.9% |
| YTD | +2.4% | +8.7% | -6.3% | -0.9% |
| 1Y | +11.5% | +11.0% | +0.6% | +7.0% |
| 3Y | -39.1% | +75.5% | -114.6% | -52.0% |
| All | -35.1% | +67.9% | -103.0% | -47.7% |
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 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