+190.9%
JVAL vs VOO
+237.1%
-46.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +0.4% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -0.8% | -3.3% | +2.5% | +2.3% |
| 3M | -2.1% | -2.4% | +0.3% | +0.1% |
| 6M | +6.2% | +2.6% | +3.6% | +3.7% |
| YTD | +20.4% | +11.3% | +9.1% | +9.2% |
| 1Y | +24.8% | +13.4% | +11.3% | +11.2% |
| 3Y | +82.7% | +80.3% | +2.4% | +7.0% |
| 5Y | +71.5% | +72.7% | -1.2% | +4.0% |
| All | +190.9% | +237.1% | -46.2% | +7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling