+18.7%
JMST vs VOO
+209.6%
-190.9%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -0.1% | +3.3% | -3.4% | -0.1% |
| 30D | +0.6% | -2.7% | +3.3% | +0.6% |
| 3M | +0.6% | -1.7% | +2.3% | +0.6% |
| 6M | +1.2% | +3.1% | -1.9% | +1.2% |
| YTD | +2.0% | +11.9% | -10.0% | +1.9% |
| 1Y | +2.5% | +12.1% | -9.6% | +2.4% |
| 3Y | +10.1% | +78.6% | -68.5% | +9.8% |
| 5Y | +12.9% | +73.8% | -60.9% | +12.7% |
| All | +18.7% | +209.6% | -190.9% | +18.3% |
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