+24.1%
JPMB vs VOO
+208.9%
-184.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | -0.2% | -1.4% | +1.2% | +0.2% |
| 3M | 0.0% | +3.7% | -3.8% | -1.0% |
| 6M | +1.2% | +13.0% | -11.9% | -2.1% |
| YTD | +1.3% | +12.4% | -11.1% | -1.9% |
| 1Y | +4.1% | +18.6% | -14.5% | -0.6% |
| 3Y | +24.9% | +78.1% | -53.1% | +6.7% |
| 5Y | +5.0% | +82.3% | -77.3% | -11.7% |
| All | +24.1% | +208.9% | -184.8% | -7.0% |
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