-52.9%
JOB vs VOO
+82.8%
-135.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.5% |
| 7D | 0.0% | -0.8% | +0.8% | +0.5% |
| 30D | +20.0% | -1.1% | +21.1% | +20.8% |
| 3M | +4.3% | +3.9% | +0.5% | +1.7% |
| 6M | 0.0% | +13.6% | -13.6% | -8.0% |
| YTD | +20.0% | +12.7% | +7.3% | +11.1% |
| 1Y | +26.3% | +17.6% | +8.7% | +13.8% |
| 3Y | -59.3% | +77.3% | -136.6% | -72.1% |
| All | -52.9% | +82.8% | -135.8% | -68.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling