-31.0%
JWEL vs VOO
+77.4%
-108.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -1.8% | -0.8% | -1.0% | -1.4% |
| 30D | -26.8% | -1.1% | -25.7% | -26.5% |
| 3M | -8.6% | +3.9% | -12.5% | -10.4% |
| 6M | -8.9% | +13.6% | -22.6% | -14.7% |
| YTD | -2.6% | +12.7% | -15.3% | -8.3% |
| 1Y | +25.1% | +17.6% | +7.6% | +15.6% |
| 3Y | -31.0% | +77.3% | -108.4% | -46.6% |
| All | -31.0% | +77.4% | -108.4% | -46.6% |
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