+39.7%
JMSB vs VOO
+275.6%
-235.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | +1.9% | +0.1% | +1.7% | +1.8% |
| 30D | -1.7% | +0.1% | -1.8% | -1.8% |
| 3M | +10.9% | +2.0% | +8.8% | +9.4% |
| 6M | +18.0% | +13.0% | +5.0% | +9.8% |
| YTD | +18.4% | +13.6% | +4.8% | +9.7% |
| 1Y | +18.2% | +20.1% | -1.9% | +5.9% |
| 3Y | +34.0% | +77.6% | -43.5% | -1.8% |
| 5Y | +36.3% | +82.4% | -46.2% | -2.7% |
| All | +39.7% | +275.6% | -235.9% | -29.5% |
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 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