+18.5%
JPLD vs VOO
+72.0%
-53.5%
-1.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.5% | +2.6% | -3.1% | -0.5% |
| 30D | +0.3% | -2.0% | +2.3% | +0.3% |
| 3M | -0.3% | -2.8% | +2.5% | -0.2% |
| 6M | +0.7% | +2.2% | -1.5% | +0.6% |
| YTD | +1.7% | +11.5% | -9.9% | +1.6% |
| 1Y | +2.4% | +13.5% | -11.1% | +2.3% |
| 3Y | +17.4% | +78.1% | -60.7% | +16.2% |
| All | +18.5% | +72.0% | -53.5% | +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 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