+23.3%
JMUB vs VOO
+219.5%
-196.2%
-12.5%
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% | +0.1% |
| 7D | -0.9% | +0.1% | -1.1% | -1.0% |
| 30D | -1.4% | +0.1% | -1.5% | -1.4% |
| 3M | -2.0% | +2.0% | -4.1% | -2.1% |
| 6M | -1.8% | +13.0% | -14.8% | -2.4% |
| YTD | -0.7% | +13.6% | -14.2% | -1.3% |
| 1Y | +2.4% | +20.1% | -17.7% | +1.5% |
| 3Y | +10.3% | +77.6% | -67.2% | +7.2% |
| 5Y | +3.6% | +82.4% | -78.8% | +0.3% |
| All | +23.3% | +219.5% | -196.2% | +13.9% |
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