+219.6%
JVA vs VOO
+77.4%
+142.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.8% | +11.7% | +11.4% |
| 7D | +11.2% | -0.8% | +12.0% | +12.5% |
| 30D | +9.0% | -1.1% | +10.1% | +10.7% |
| 3M | -8.1% | +3.9% | -12.0% | -13.6% |
| 6M | +23.3% | +13.6% | +9.7% | +1.3% |
| YTD | +2.1% | +12.7% | -10.6% | -15.3% |
| 1Y | -5.6% | +17.6% | -23.2% | -26.4% |
| 3Y | +219.6% | +77.3% | +142.3% | +74.4% |
| All | +219.6% | +77.4% | +142.2% | +74.4% |
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