-98.1%
JZ vs VOO
+19.5%
-117.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -0.6% | -15.7% | -15.5% |
| 7D | -24.2% | +0.5% | -24.8% | -24.8% |
| 30D | -68.1% | -0.9% | -67.2% | -67.8% |
| 3M | -88.0% | +3.9% | -91.9% | -89.0% |
| 6M | -96.7% | +14.5% | -111.2% | -97.0% |
| YTD | -97.2% | +13.0% | -110.1% | -97.5% |
| 1Y | -98.1% | +19.4% | -117.5% | -98.2% |
| All | -98.1% | +19.5% | -117.6% | -98.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling