+1,257.9%
JPM vs VOO
+817.1%
+440.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -0.2% | +0.1% | -0.2% | -0.3% |
| 3M | +15.9% | +2.0% | +13.9% | +12.8% |
| 6M | +20.9% | +13.0% | +7.9% | +4.3% |
| YTD | +12.9% | +13.6% | -0.7% | -3.1% |
| 1Y | +20.3% | +20.1% | +0.2% | -3.4% |
| 3Y | +160.9% | +77.6% | +83.4% | +30.7% |
| 5Y | +154.8% | +82.4% | +72.4% | +21.5% |
| 10Y | +591.1% | +316.8% | +274.3% | +11.0% |
| All | +1,257.9% | +817.1% | +440.8% | -30.0% |
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