+57.7%
JPO vs VOO
+76.4%
-18.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.5% |
| 7D | -2.3% | -2.0% | -0.4% | -0.9% |
| 30D | -2.3% | -1.7% | -0.7% | -1.2% |
| 3M | +11.8% | +4.7% | +7.1% | +8.0% |
| 6M | +19.2% | +12.6% | +6.6% | +8.8% |
| YTD | +7.7% | +11.8% | -4.0% | -1.0% |
| 1Y | +14.4% | +17.5% | -3.1% | +1.3% |
| All | +57.7% | +76.4% | -18.7% | +11.6% |
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