+25.1%
JOUT vs VOO
+11.8%
+13.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +0.2% | +3.3% | -3.1% | -1.8% |
| 30D | +11.4% | -2.7% | +14.1% | +13.2% |
| 3M | +0.7% | -1.7% | +2.5% | +1.8% |
| 6M | +11.1% | +3.1% | +8.0% | +8.7% |
| YTD | +15.3% | +11.9% | +3.4% | +6.9% |
| 1Y | +25.1% | +12.1% | +13.1% | +16.3% |
| All | +25.1% | +11.8% | +13.3% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling