+118.0%
JNK vs VOO
+802.4%
-684.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -0.7% | -2.0% | +1.3% | 0.0% |
| 30D | -0.6% | -1.7% | +1.1% | 0.0% |
| 3M | +0.5% | +4.7% | -4.2% | -1.2% |
| 6M | +1.5% | +12.6% | -11.0% | -2.8% |
| YTD | +1.7% | +11.8% | -10.0% | -2.5% |
| 1Y | +3.6% | +17.5% | -13.9% | -2.5% |
| 3Y | +26.2% | +77.0% | -50.8% | +1.2% |
| 5Y | +18.1% | +82.6% | -64.5% | -7.3% |
| 10Y | +56.3% | +320.0% | -263.7% | -12.1% |
| All | +118.0% | +802.4% | -684.3% | -10.6% |
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