-36.1%
MJ vs VOO
+79.1%
-115.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +2.6% |
| 7D | +1.7% | +0.5% | +1.2% | +1.1% |
| 30D | +11.0% | -0.9% | +11.9% | +12.0% |
| 3M | -5.4% | +3.9% | -9.3% | -9.5% |
| 6M | +1.4% | +14.5% | -13.1% | -12.4% |
| YTD | -11.8% | +13.0% | -24.8% | -22.7% |
| 1Y | -16.9% | +19.4% | -36.4% | -31.6% |
| 3Y | -36.1% | +78.9% | -115.0% | -71.7% |
| All | -36.1% | +79.1% | -115.3% | -71.7% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling