-14.1%
SOJC vs VOO
+12.1%
-26.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -3.1% | +2.6% | -5.6% | -3.7% |
| 30D | -2.5% | -2.0% | -0.5% | -2.0% |
| 3M | -8.5% | -2.8% | -5.8% | -7.9% |
| 6M | -14.6% | +2.2% | -16.8% | -15.2% |
| YTD | -12.6% | +11.5% | -24.2% | -15.4% |
| 1Y | -14.1% | +13.5% | -27.6% | -17.5% |
| All | -14.1% | +12.1% | -26.2% | -17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling