+237.2%
JQUA vs VOO
+241.5%
-4.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -1.2% | -0.8% | -0.5% | -0.6% |
| 30D | -1.5% | -1.1% | -0.5% | -0.6% |
| 3M | +4.6% | +3.9% | +0.8% | +1.2% |
| 6M | +17.3% | +13.6% | +3.6% | +4.8% |
| YTD | +17.1% | +12.7% | +4.4% | +5.3% |
| 1Y | +18.4% | +17.6% | +0.9% | +2.6% |
| 3Y | +69.8% | +77.3% | -7.5% | +2.4% |
| 5Y | +84.3% | +84.1% | +0.2% | +7.3% |
| All | +237.2% | +241.5% | -4.3% | +29.4% |
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