+501.8%
JOUT vs VOO
+777.9%
-276.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | +3.5% | -2.7% | +6.2% | +6.2% |
| 30D | +8.4% | -5.4% | +13.7% | +14.0% |
| 3M | +0.2% | -4.1% | +4.2% | +4.0% |
| 6M | -9.4% | +0.7% | -10.1% | -10.5% |
| YTD | +14.6% | +8.7% | +5.9% | +5.2% |
| 1Y | +24.0% | +11.0% | +13.0% | +11.6% |
| 3Y | +3.2% | +75.5% | -72.3% | -40.6% |
| 5Y | -52.9% | +68.4% | -121.3% | -71.8% |
| 10Y | +63.7% | +315.7% | -251.9% | -63.4% |
| All | +501.8% | +777.9% | -276.1% | -54.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling