+554.2%
JNUG vs VOO
+75.9%
+478.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.3% | -6.7% |
| 7D | -12.1% | -2.0% | -10.1% | -8.3% |
| 30D | +6.6% | -1.7% | +8.3% | +10.8% |
| 3M | +57.3% | +4.7% | +52.6% | +46.9% |
| 6M | -34.8% | +12.6% | -47.4% | -43.8% |
| YTD | -11.7% | +11.8% | -23.5% | -22.2% |
| 1Y | +40.6% | +17.5% | +23.1% | +16.9% |
| All | +554.2% | +75.9% | +478.3% | +180.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling