+24.2%
JMUB vs VOO
+204.9%
-180.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.8% | +0.6% |
| 7D | +0.9% | -4.7% | +5.6% | +1.1% |
| 30D | +3.6% | -5.9% | +9.5% | +3.9% |
| 3M | -0.7% | -4.5% | +3.8% | -0.5% |
| 6M | -0.6% | +1.9% | -2.5% | -0.7% |
| YTD | +0.1% | +8.4% | -8.3% | -0.3% |
| 1Y | +0.6% | +9.5% | -8.8% | +0.2% |
| 3Y | +13.0% | +75.3% | -62.3% | +9.8% |
| 5Y | +5.0% | +67.9% | -62.9% | +2.1% |
| All | +24.2% | +204.9% | -180.7% | +15.0% |
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