-1.1%
SJM vs VOO
+79.1%
-80.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -1.1% |
| 7D | -5.1% | +0.5% | -5.7% | -5.2% |
| 30D | +4.7% | -0.9% | +5.7% | +4.8% |
| 3M | +23.6% | +3.9% | +19.7% | +23.2% |
| 6M | +14.4% | +14.5% | -0.1% | +12.3% |
| YTD | +31.4% | +13.0% | +18.4% | +29.1% |
| 1Y | +16.3% | +19.4% | -3.1% | +13.0% |
| 3Y | -1.1% | +78.9% | -79.9% | -13.1% |
| All | -1.1% | +79.1% | -80.2% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling