+73.1%
PJUN vs VOO
+210.4%
-137.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | +0.2% |
| 7D | -0.3% | -0.8% | +0.4% | 0.0% |
| 30D | -0.3% | -1.1% | +0.8% | +0.2% |
| 3M | +2.6% | +3.9% | -1.3% | +0.8% |
| 6M | +4.5% | +13.6% | -9.1% | -1.5% |
| YTD | +5.0% | +12.7% | -7.7% | -0.7% |
| 1Y | +7.6% | +17.6% | -10.0% | -0.3% |
| 3Y | +37.6% | +77.3% | -39.7% | +5.3% |
| 5Y | +39.8% | +84.1% | -44.3% | +3.9% |
| All | +73.1% | +210.4% | -137.3% | -2.3% |
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