-100.0%
JZ vs VOO
+90.4%
-190.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +40.6% | +2.3% | +38.2% | +38.8% |
| 7D | +31.9% | +0.1% | +31.8% | +31.9% |
| 30D | +16.4% | -3.3% | +19.7% | +19.1% |
| 3M | -45.9% | -2.4% | -43.5% | -45.3% |
| 6M | -93.6% | +2.6% | -96.2% | -93.7% |
| YTD | -95.2% | +11.3% | -106.5% | -95.5% |
| 1Y | -96.5% | +13.4% | -109.9% | -96.7% |
| 3Y | -99.8% | +80.3% | -180.1% | -99.9% |
| All | -100.0% | +90.4% | -190.4% | -100.0% |
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