+485.0%
JOUT vs VOO
+817.1%
-332.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.3% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -4.7% | +0.1% | -4.7% | -4.7% |
| 3M | +1.7% | +2.0% | -0.3% | -0.3% |
| 6M | -3.4% | +13.0% | -16.5% | -14.4% |
| YTD | +11.4% | +13.6% | -2.2% | -1.7% |
| 1Y | +16.9% | +20.1% | -3.2% | -2.2% |
| 3Y | -8.5% | +77.6% | -86.1% | -47.8% |
| 5Y | -53.4% | +82.4% | -135.8% | -74.1% |
| 10Y | +57.7% | +316.8% | -259.1% | -64.4% |
| All | +485.0% | +817.1% | -332.1% | -57.5% |
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