+72.2%
JMEE vs VOO
+100.0%
-27.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -0.6% | -0.4% | -0.3% | -0.3% |
| 30D | -3.7% | -1.4% | -2.3% | -2.3% |
| 3M | +1.2% | +3.7% | -2.5% | -2.5% |
| 6M | +12.1% | +13.0% | -1.0% | -1.1% |
| YTD | +17.6% | +12.4% | +5.1% | +4.3% |
| 1Y | +21.3% | +18.6% | +2.7% | +2.0% |
| 3Y | +57.4% | +78.1% | -20.7% | -11.8% |
| All | +72.2% | +100.0% | -27.7% | -15.5% |
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