+60.2%
JPC vs VOO
+314.0%
-253.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -0.5% | +0.5% | -1.1% | -0.9% |
| 30D | -4.4% | -0.9% | -3.5% | -3.9% |
| 3M | -3.7% | +3.9% | -7.6% | -6.0% |
| 6M | -4.7% | +14.5% | -19.2% | -12.4% |
| YTD | -3.7% | +13.0% | -16.6% | -10.8% |
| 1Y | -1.2% | +19.4% | -20.7% | -11.7% |
| 3Y | +50.6% | +78.9% | -28.3% | +2.7% |
| 5Y | +14.6% | +82.3% | -67.6% | -23.7% |
| 10Y | +60.2% | +314.2% | -254.0% | -40.1% |
| All | +60.2% | +314.0% | -253.8% | -40.1% |
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