+74.1%
JSML vs VOO
+75.0%
-0.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.4% | -0.2% | +0.6% |
| 7D | -5.5% | -4.7% | -0.8% | +0.1% |
| 30D | -3.9% | -5.9% | +2.0% | +3.3% |
| 3M | -7.4% | -4.5% | -2.9% | -2.2% |
| 6M | +1.3% | +1.9% | -0.5% | -0.6% |
| YTD | +15.1% | +8.4% | +6.7% | +5.2% |
| 1Y | +13.0% | +9.5% | +3.5% | +2.3% |
| All | +74.1% | +75.0% | -0.9% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling