-89.0%
JOBX vs VOO
+19.1%
-108.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | -3.6% |
| 7D | -11.2% | -0.8% | -10.5% | -6.7% |
| 30D | -37.5% | -1.1% | -36.4% | -32.6% |
| 3M | -59.7% | +3.9% | -63.6% | -66.8% |
| 6M | -71.5% | +13.6% | -85.1% | -83.9% |
| YTD | -85.1% | +12.7% | -97.8% | -90.9% |
| 1Y | -89.4% | +17.6% | -107.0% | -94.3% |
| All | -89.0% | +19.1% | -108.1% | -94.5% |
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