+612.7%
JNJ vs VOO
+812.0%
-199.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.7% | -1.9% |
| 7D | -0.8% | +0.5% | -1.3% | -1.0% |
| 30D | +4.3% | -0.9% | +5.3% | +4.8% |
| 3M | +16.5% | +3.9% | +12.6% | +13.9% |
| 6M | +13.1% | +14.5% | -1.4% | +5.0% |
| YTD | +32.1% | +13.0% | +19.2% | +23.4% |
| 1Y | +54.5% | +19.4% | +35.1% | +39.8% |
| 3Y | +82.5% | +78.9% | +3.7% | +29.1% |
| 5Y | +80.0% | +82.3% | -2.3% | +23.4% |
| 10Y | +195.7% | +314.2% | -118.6% | +14.7% |
| All | +612.7% | +812.0% | -199.3% | +71.7% |
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