-12.2%
JWEL vs VOO
+12.4%
-24.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +5.5% |
| 7D | -5.6% | -2.0% | -3.6% | -6.3% |
| 30D | -45.7% | -1.7% | -44.0% | -45.9% |
| 3M | -11.8% | +4.7% | -16.6% | -12.4% |
| 6M | -12.2% | +12.6% | -24.7% | -13.9% |
| All | -12.2% | +12.4% | -24.6% | -13.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling