+84.2%
JNJ vs VOO
+82.8%
+1.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -3.5% | -0.8% | -2.7% | -3.4% |
| 30D | +2.3% | -1.1% | +3.4% | +2.5% |
| 3M | +12.0% | +3.9% | +8.1% | +11.2% |
| 6M | +10.5% | +13.6% | -3.2% | +7.7% |
| YTD | +30.4% | +12.7% | +17.7% | +27.3% |
| 1Y | +52.1% | +17.6% | +34.6% | +47.2% |
| 3Y | +77.8% | +77.3% | +0.5% | +53.3% |
| All | +84.2% | +82.8% | +1.4% | +53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling