+48.9%
JOUT vs VOO
+312.6%
-263.6%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.5% |
| 7D | -2.9% | -0.9% | -2.0% | -2.2% |
| 30D | +11.1% | -2.3% | +13.4% | +13.2% |
| 3M | +1.7% | -1.2% | +2.9% | +2.5% |
| 6M | +7.6% | +3.3% | +4.3% | +4.3% |
| YTD | +15.2% | +12.3% | +2.9% | +3.9% |
| 1Y | +24.9% | +12.5% | +12.4% | +12.5% |
| 3Y | +6.6% | +79.2% | -72.6% | -35.6% |
| 5Y | -50.9% | +75.7% | -126.6% | -69.9% |
| All | +48.9% | +312.6% | -263.6% | -70.1% |
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