-15.4%
JKS vs VOO
+325.3%
-340.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -3.1% |
| 7D | -4.4% | -0.8% | -3.7% | -3.4% |
| 30D | -30.3% | -1.1% | -29.2% | -29.2% |
| 3M | -33.1% | +3.9% | -37.0% | -36.5% |
| 6M | -52.1% | +13.6% | -65.7% | -59.6% |
| YTD | -51.9% | +12.7% | -64.6% | -58.9% |
| 1Y | -47.4% | +17.6% | -65.0% | -57.4% |
| 3Y | -48.9% | +77.3% | -126.2% | -77.0% |
| 5Y | -68.3% | +84.1% | -152.4% | -86.2% |
| All | -15.4% | +325.3% | -340.6% | -88.4% |
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 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