-95.9%
JOB vs VOO
+321.7%
-417.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | 0.0% | -2.0% | +2.0% | +1.5% |
| 30D | +26.3% | -1.7% | +28.0% | +27.8% |
| 3M | +4.3% | +4.7% | -0.4% | +0.6% |
| 6M | +4.3% | +12.6% | -8.2% | -4.7% |
| YTD | +20.0% | +11.8% | +8.2% | +10.3% |
| 1Y | +26.3% | +17.5% | +8.8% | +11.7% |
| 3Y | -60.0% | +77.0% | -137.0% | -74.4% |
| 5Y | -52.9% | +82.6% | -135.5% | -70.9% |
| All | -95.9% | +321.7% | -417.6% | -98.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling