-16.3%
JVA vs VOO
+802.4%
-818.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -1.2% | -2.0% | +0.8% | +0.2% |
| 30D | -1.4% | -1.7% | +0.2% | -0.3% |
| 3M | -19.7% | +4.7% | -24.4% | -22.6% |
| 6M | +8.5% | +12.6% | -4.0% | -0.7% |
| YTD | -9.2% | +11.8% | -21.0% | -16.6% |
| 1Y | -14.9% | +17.5% | -32.5% | -24.3% |
| 3Y | +186.3% | +77.0% | +109.3% | +101.2% |
| 5Y | -24.9% | +82.6% | -107.5% | -48.9% |
| 10Y | -35.5% | +320.0% | -355.5% | -77.9% |
| All | -16.3% | +802.4% | -818.7% | -88.8% |
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