+207.9%
JUST vs VOO
+214.9%
-7.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -0.4% | +0.1% | -0.4% | -0.4% |
| 3M | +2.4% | +2.0% | +0.4% | +0.4% |
| 6M | +14.3% | +13.0% | +1.3% | +1.4% |
| YTD | +15.0% | +13.6% | +1.4% | +1.5% |
| 1Y | +21.2% | +20.1% | +1.1% | +1.3% |
| 3Y | +77.7% | +77.6% | +0.2% | +1.5% |
| 5Y | +78.9% | +82.4% | -3.5% | -0.6% |
| All | +207.9% | +214.9% | -7.0% | +0.9% |
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