-98.5%
JWEL vs VOO
+107.5%
-206.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +6.0% |
| 7D | -5.6% | -2.0% | -3.6% | -4.7% |
| 30D | -45.7% | -1.7% | -44.0% | -45.3% |
| 3M | -11.8% | +4.7% | -16.6% | -14.1% |
| 6M | -12.2% | +12.6% | -24.7% | -17.8% |
| YTD | -7.6% | +11.8% | -19.4% | -13.1% |
| 1Y | +23.2% | +17.5% | +5.6% | +13.0% |
| 3Y | -30.1% | +77.0% | -107.1% | -48.5% |
| 5Y | -97.7% | +82.6% | -180.3% | -98.3% |
| All | -98.5% | +107.5% | -206.0% | -99.1% |
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