+155.7%
JLS vs VOO
+817.1%
-661.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -1.8% | +0.1% | -1.8% | -1.8% |
| 3M | -2.9% | +2.0% | -4.9% | -3.4% |
| 6M | -3.6% | +13.0% | -16.6% | -6.5% |
| YTD | -0.8% | +13.6% | -14.4% | -3.9% |
| 1Y | -1.3% | +20.1% | -21.4% | -5.7% |
| 3Y | +38.9% | +77.6% | -38.7% | +19.9% |
| 5Y | +25.4% | +82.4% | -57.0% | +6.8% |
| 10Y | +58.6% | +316.8% | -258.3% | +7.0% |
| All | +155.7% | +817.1% | -661.4% | +36.7% |
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