+70.4%
NJAN vs VOO
+159.5%
-89.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +0.3% | -0.4% | +0.6% | +0.4% |
| 30D | +0.7% | -1.4% | +2.1% | +1.5% |
| 3M | +3.0% | +3.7% | -0.7% | +0.9% |
| 6M | +9.4% | +13.0% | -3.6% | +2.1% |
| YTD | +9.2% | +12.4% | -3.3% | +2.1% |
| 1Y | +14.2% | +18.6% | -4.4% | +3.6% |
| 3Y | +47.7% | +78.1% | -30.4% | +6.6% |
| 5Y | +44.0% | +82.3% | -38.3% | +1.2% |
| All | +70.4% | +159.5% | -89.1% | +0.4% |
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