-99.4%
JNUG vs VOO
+462.5%
-562.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.0% |
| 7D | +1.6% | -0.4% | +2.0% | +2.1% |
| 30D | +15.5% | -1.4% | +16.9% | +17.5% |
| 3M | +53.8% | +3.7% | +50.0% | +50.0% |
| 6M | -26.9% | +13.0% | -39.9% | -33.0% |
| YTD | -4.2% | +12.4% | -16.6% | -11.1% |
| 1Y | +61.5% | +18.6% | +42.9% | +43.5% |
| 3Y | +622.6% | +78.1% | +544.5% | +342.7% |
| 5Y | +232.4% | +82.3% | +150.1% | +102.7% |
| 10Y | -94.2% | +322.5% | -416.7% | -97.9% |
| All | -99.4% | +462.5% | -562.0% | -99.9% |
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