-99.3%
JUNS vs VOO
+29.4%
-128.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.6% |
| 7D | -7.0% | -0.8% | -6.2% | -6.6% |
| 30D | -33.8% | -1.1% | -32.8% | -33.4% |
| 3M | -82.2% | +3.9% | -86.1% | -82.5% |
| 6M | -89.8% | +13.6% | -103.5% | -90.4% |
| YTD | -96.0% | +12.7% | -108.7% | -96.2% |
| 1Y | -97.4% | +17.6% | -115.0% | -97.5% |
| All | -99.3% | +29.4% | -128.6% | -99.2% |
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