+453.4%
JXN vs VOO
+81.3%
+372.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.4% |
| 7D | -1.8% | -0.8% | -1.0% | -0.7% |
| 30D | +5.7% | -1.1% | +6.8% | +7.4% |
| 3M | +27.7% | +3.9% | +23.8% | +20.6% |
| 6M | +31.1% | +13.6% | +17.4% | +8.0% |
| YTD | +31.7% | +12.7% | +19.0% | +10.2% |
| 1Y | +44.2% | +17.6% | +26.6% | +12.9% |
| 3Y | +304.3% | +77.3% | +227.0% | +78.2% |
| 5Y | +544.6% | +84.1% | +460.5% | +170.3% |
| All | +453.4% | +81.3% | +372.1% | +132.3% |
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