+100.0%
JTEK vs VOO
+86.7%
+13.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.9% |
| 7D | -0.8% | -0.8% | 0.0% | +0.5% |
| 30D | -3.4% | -1.1% | -2.3% | -1.6% |
| 3M | -4.3% | +3.9% | -8.2% | -9.6% |
| 6M | +18.5% | +13.6% | +4.9% | -2.3% |
| YTD | +10.5% | +12.7% | -2.2% | -7.5% |
| 1Y | +10.3% | +17.6% | -7.3% | -13.2% |
| All | +100.0% | +86.7% | +13.3% | -22.3% |
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 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