+61.4%
JLS vs VOO
+317.9%
-256.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -0.4% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +0.9% | -3.3% | +4.2% | +1.7% |
| 3M | -2.2% | -2.4% | +0.2% | -1.7% |
| 6M | -6.8% | +2.6% | -9.4% | -7.4% |
| YTD | -1.4% | +11.3% | -12.6% | -4.0% |
| 1Y | -2.7% | +13.4% | -16.2% | -5.8% |
| 3Y | +40.7% | +80.3% | -39.6% | +20.9% |
| 5Y | +22.0% | +72.7% | -50.7% | +5.5% |
| 10Y | +61.4% | +310.0% | -248.6% | +6.9% |
| All | +61.4% | +317.9% | -256.5% | +6.9% |
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