+13.0%
JSCP vs VOO
+111.9%
-98.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | -0.6% | -0.8% | +0.2% | -0.5% |
| 30D | -0.7% | -1.1% | +0.3% | -0.7% |
| 3M | -0.4% | +3.9% | -4.3% | -0.5% |
| 6M | 0.0% | +13.6% | -13.7% | -0.6% |
| YTD | +0.4% | +12.7% | -12.3% | -0.1% |
| 1Y | +1.7% | +17.6% | -15.9% | +1.0% |
| 3Y | +17.0% | +77.3% | -60.4% | +13.8% |
| 5Y | +12.1% | +84.1% | -72.0% | +8.4% |
| All | +13.0% | +111.9% | -98.9% | +9.3% |
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