+21.8%
SOJC vs VOO
+236.6%
-214.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -1.7% | -0.4% | -1.3% | -1.6% |
| 30D | -2.6% | -1.4% | -1.3% | -2.2% |
| 3M | -6.2% | +3.7% | -9.9% | -7.2% |
| 6M | -9.9% | +13.0% | -22.9% | -13.2% |
| YTD | -6.9% | +12.4% | -19.4% | -10.2% |
| 1Y | -12.8% | +18.6% | -31.3% | -17.2% |
| 3Y | -5.8% | +78.1% | -83.8% | -21.6% |
| 5Y | -4.1% | +82.3% | -86.4% | -21.6% |
| All | +21.8% | +236.6% | -214.8% | -14.6% |
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