+656.7%
JNJ vs VOO
+800.4%
-143.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +3.5% | +2.6% | +0.9% | +2.1% |
| 30D | +12.5% | -2.0% | +14.5% | +13.6% |
| 3M | +9.6% | -2.8% | +12.3% | +11.0% |
| 6M | +25.3% | +2.2% | +23.2% | +23.4% |
| YTD | +40.3% | +11.5% | +28.8% | +31.7% |
| 1Y | +49.6% | +13.5% | +36.2% | +39.1% |
| 3Y | +110.8% | +78.1% | +32.7% | +49.2% |
| 5Y | +99.1% | +73.1% | +26.0% | +40.9% |
| 10Y | +216.6% | +310.7% | -94.2% | +23.2% |
| All | +656.7% | +800.4% | -143.7% | +83.3% |
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 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