+102.5%
JPEM vs VOO
+325.3%
-222.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.3% |
| 7D | -0.7% | -0.8% | +0.1% | -0.1% |
| 30D | +2.3% | -1.1% | +3.4% | +3.1% |
| 3M | +5.2% | +3.9% | +1.3% | +2.4% |
| 6M | +6.9% | +13.6% | -6.8% | -2.1% |
| YTD | +11.8% | +12.7% | -0.9% | +2.9% |
| 1Y | +18.1% | +17.6% | +0.5% | +5.5% |
| 3Y | +49.2% | +77.3% | -28.1% | -1.6% |
| 5Y | +40.3% | +84.1% | -43.8% | -11.4% |
| All | +102.5% | +325.3% | -222.8% | -40.5% |
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 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