+37.8%
JUNW vs VOO
+89.3%
-51.5%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -1.1% | -2.0% | +0.9% | -0.3% |
| 30D | -0.4% | -1.7% | +1.2% | +0.2% |
| 3M | +2.7% | +4.7% | -2.1% | +0.8% |
| 6M | +3.5% | +12.6% | -9.0% | -1.4% |
| YTD | +4.1% | +11.8% | -7.7% | -0.6% |
| 1Y | +6.6% | +17.5% | -11.0% | -0.5% |
| 3Y | +34.1% | +77.0% | -42.9% | +5.2% |
| All | +37.8% | +89.3% | -51.5% | +6.0% |
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