+204.2%
JUST vs VOO
+211.4%
-7.1%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | 0.0% |
| 7D | -0.8% | -0.9% | +0.1% | 0.0% |
| 30D | -1.9% | -2.3% | +0.4% | +0.4% |
| 3M | -1.5% | -1.2% | -0.3% | -0.3% |
| 6M | +4.0% | +3.3% | +0.6% | +0.6% |
| YTD | +13.6% | +12.3% | +1.3% | +1.4% |
| 1Y | +14.0% | +12.5% | +1.5% | +1.6% |
| 3Y | +79.1% | +79.2% | -0.1% | +1.3% |
| 5Y | +73.2% | +75.7% | -2.5% | -0.2% |
| All | +204.2% | +211.4% | -7.1% | +0.8% |
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