+18.4%
JPLD vs VOO
+72.7%
-54.2%
-1.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -0.5% | +3.3% | -3.8% | -0.5% |
| 30D | +0.3% | -2.7% | +3.0% | +0.3% |
| 3M | -0.2% | -1.7% | +1.5% | -0.2% |
| 6M | +0.6% | +3.1% | -2.5% | +0.6% |
| YTD | +1.6% | +11.9% | -10.3% | +1.6% |
| 1Y | +2.2% | +12.1% | -9.8% | +2.2% |
| 3Y | +17.5% | +78.6% | -61.1% | +16.3% |
| All | +18.4% | +72.7% | -54.2% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling