+87.1%
NJUL vs VOO
+164.5%
-77.4%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | +0.6% | -0.4% | +1.0% | +0.8% |
| 30D | +0.2% | -1.4% | +1.6% | +1.0% |
| 3M | +0.3% | +3.7% | -3.4% | -1.9% |
| 6M | +5.8% | +13.0% | -7.3% | -2.0% |
| YTD | +6.2% | +12.4% | -6.2% | -1.3% |
| 1Y | +9.9% | +18.6% | -8.7% | -1.2% |
| 3Y | +49.2% | +78.1% | -28.8% | +4.7% |
| 5Y | +63.7% | +82.3% | -18.6% | +11.1% |
| All | +87.1% | +164.5% | -77.4% | +4.5% |
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