+31.6%
JPST vs VOO
+271.5%
-239.9%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -0.1% | -2.0% | +1.9% | -0.1% |
| 30D | +0.1% | -1.7% | +1.8% | +0.2% |
| 3M | +0.8% | +4.7% | -3.9% | +0.8% |
| 6M | +1.6% | +12.6% | -10.9% | +1.5% |
| YTD | +2.3% | +11.8% | -9.5% | +2.1% |
| 1Y | +3.6% | +17.5% | -13.9% | +3.4% |
| 3Y | +15.8% | +77.0% | -61.2% | +14.8% |
| 5Y | +20.3% | +82.6% | -62.3% | +19.3% |
| All | +31.6% | +271.5% | -239.9% | +28.7% |
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