-35.7%
JKS vs VOO
+807.8%
-843.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.3% |
| 7D | -2.2% | -0.4% | -1.9% | -1.8% |
| 30D | -28.0% | -1.4% | -26.6% | -26.4% |
| 3M | -27.7% | +3.7% | -31.4% | -31.7% |
| 6M | -45.0% | +13.0% | -58.0% | -54.5% |
| YTD | -48.9% | +12.4% | -61.3% | -57.2% |
| 1Y | -46.1% | +18.6% | -64.7% | -58.4% |
| 3Y | -45.4% | +78.1% | -123.5% | -78.7% |
| 5Y | -67.5% | +82.3% | -149.8% | -87.7% |
| 10Y | -11.5% | +322.5% | -334.0% | -92.7% |
| All | -35.7% | +807.8% | -843.6% | -98.4% |
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