+38.7%
JMSB vs VOO
+269.6%
-230.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.3% |
| 7D | -0.6% | -2.0% | +1.4% | +0.5% |
| 30D | -0.2% | -1.7% | +1.5% | +0.8% |
| 3M | +7.6% | +4.7% | +2.8% | +4.7% |
| 6M | +19.6% | +12.6% | +7.0% | +11.5% |
| YTD | +17.5% | +11.8% | +5.8% | +9.9% |
| 1Y | +16.3% | +17.5% | -1.2% | +5.5% |
| 3Y | +38.3% | +77.0% | -38.7% | +1.6% |
| 5Y | +36.0% | +82.6% | -46.6% | -2.8% |
| All | +38.7% | +269.6% | -230.9% | -29.4% |
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