+13.6%
JSCP vs VOO
+112.3%
-98.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | 0.0% | +0.5% | -0.5% | 0.0% |
| 30D | -0.2% | -0.9% | +0.8% | -0.1% |
| 3M | +0.6% | +3.9% | -3.3% | +0.4% |
| 6M | +0.4% | +14.5% | -14.1% | -0.1% |
| YTD | +1.0% | +13.0% | -12.0% | +0.5% |
| 1Y | +2.2% | +19.4% | -17.2% | +1.5% |
| 3Y | +17.6% | +78.9% | -61.3% | +14.4% |
| 5Y | +12.7% | +82.3% | -69.6% | +9.0% |
| All | +13.6% | +112.3% | -98.7% | +9.9% |
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