+206.1%
JJSF vs VOO
+775.2%
-569.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +3.2% |
| 7D | +8.7% | -4.7% | +13.4% | +12.4% |
| 30D | +14.7% | -5.9% | +20.6% | +19.6% |
| 3M | +8.7% | -4.5% | +13.2% | +12.0% |
| 6M | +9.9% | +1.9% | +8.0% | +7.5% |
| YTD | +3.9% | +8.4% | -4.5% | -3.3% |
| 1Y | +11.1% | +9.5% | +1.6% | +2.4% |
| 3Y | -38.0% | +75.3% | -113.3% | -61.3% |
| 5Y | -34.6% | +67.9% | -102.4% | -58.6% |
| 10Y | -3.6% | +314.4% | -318.0% | -73.8% |
| All | +206.1% | +775.2% | -569.2% | -62.0% |
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