+59.9%
JOUT vs VOO
+314.0%
-254.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.0% |
| 7D | +1.9% | +0.5% | +1.3% | +1.4% |
| 30D | -6.4% | -0.9% | -5.4% | -5.6% |
| 3M | -0.1% | +3.9% | -4.0% | -3.4% |
| 6M | 0.0% | +14.5% | -14.5% | -11.2% |
| YTD | +8.6% | +13.0% | -4.3% | -2.4% |
| 1Y | +11.7% | +19.4% | -7.7% | -4.3% |
| 3Y | -7.1% | +78.9% | -86.0% | -43.9% |
| 5Y | -54.1% | +82.3% | -136.4% | -72.6% |
| 10Y | +59.9% | +314.2% | -254.3% | -58.4% |
| All | +59.9% | +314.0% | -254.1% | -58.4% |
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 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