+179.8%
JJSF vs VOO
+817.1%
-637.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.9% |
| 7D | -5.8% | +0.1% | -5.9% | -5.8% |
| 30D | -0.6% | +0.1% | -0.7% | -0.7% |
| 3M | +14.5% | +2.0% | +12.5% | +12.4% |
| 6M | -0.4% | +13.0% | -13.4% | -9.6% |
| YTD | -5.0% | +13.6% | -18.6% | -14.3% |
| 1Y | -19.5% | +20.1% | -39.5% | -30.6% |
| 3Y | -44.2% | +77.6% | -121.7% | -65.3% |
| 5Y | -41.4% | +82.4% | -123.9% | -65.3% |
| 10Y | -18.6% | +316.8% | -335.4% | -77.7% |
| All | +179.8% | +817.1% | -637.3% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling