+16.3%
SJT vs VOO
+325.3%
-308.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.1% | +4.4% |
| 7D | +8.1% | -0.8% | +8.9% | +8.6% |
| 30D | +13.9% | -1.1% | +15.0% | +14.5% |
| 3M | -9.1% | +3.9% | -13.0% | -11.6% |
| 6M | -37.0% | +13.6% | -50.6% | -42.4% |
| YTD | -43.1% | +12.7% | -55.8% | -47.6% |
| 1Y | -44.6% | +17.6% | -62.2% | -50.5% |
| 3Y | -49.7% | +77.3% | -127.0% | -66.0% |
| 5Y | +0.1% | +84.1% | -84.1% | -34.6% |
| All | +16.3% | +325.3% | -308.9% | -46.2% |
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