+590.9%
JPM vs VOO
+325.3%
+265.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.1% |
| 7D | -0.7% | -0.8% | +0.1% | +0.1% |
| 30D | -2.5% | -1.1% | -1.4% | -1.4% |
| 3M | +14.1% | +3.9% | +10.3% | +9.4% |
| 6M | +25.1% | +13.6% | +11.5% | +8.6% |
| YTD | +12.1% | +12.7% | -0.6% | -1.7% |
| 1Y | +18.8% | +17.6% | +1.2% | -0.5% |
| 3Y | +163.4% | +77.3% | +86.1% | +40.6% |
| 5Y | +156.5% | +84.1% | +72.4% | +29.8% |
| All | +590.9% | +325.3% | +265.6% | +29.7% |
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