+17.2%
JPIE vs VOO
+76.1%
-58.9%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -0.4% | -2.0% | +1.6% | -0.2% |
| 30D | -0.3% | -1.7% | +1.3% | -0.2% |
| 3M | +0.5% | +4.7% | -4.3% | 0.0% |
| 6M | +1.1% | +12.6% | -11.5% | 0.0% |
| YTD | +1.8% | +11.8% | -9.9% | +0.7% |
| 1Y | +3.3% | +17.5% | -14.2% | +1.7% |
| 3Y | +21.4% | +77.0% | -55.6% | +14.0% |
| All | +17.2% | +76.1% | -58.9% | +9.2% |
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