+126.6%
JPIN vs VOO
+357.5%
-230.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.3% |
| 7D | +0.4% | -0.4% | +0.7% | +0.6% |
| 30D | +0.8% | -1.4% | +2.2% | +1.8% |
| 3M | +6.6% | +3.7% | +2.8% | +3.7% |
| 6M | +8.4% | +13.0% | -4.6% | -1.0% |
| YTD | +14.6% | +12.4% | +2.2% | +5.1% |
| 1Y | +20.0% | +18.6% | +1.4% | +5.7% |
| 3Y | +70.4% | +78.1% | -7.7% | +9.3% |
| 5Y | +53.0% | +82.3% | -29.3% | -4.7% |
| 10Y | +117.0% | +322.5% | -205.5% | -33.4% |
| All | +126.6% | +357.5% | -230.8% | -34.1% |
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 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