+82.6%
VOO vs JAAA
+26.8%
+55.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -1.7% | +0.4% | -2.1% | -2.4% |
| 3M | +4.7% | +1.2% | +3.5% | +2.7% |
| 6M | +12.6% | +2.7% | +9.9% | +7.9% |
| YTD | +11.8% | +3.2% | +8.6% | +6.3% |
| 1Y | +17.5% | +4.8% | +12.7% | +9.2% |
| 3Y | +77.0% | +19.0% | +58.0% | +52.0% |
| 5Y | +82.6% | +26.8% | +55.8% | +50.7% |
| All | +82.6% | +26.8% | +55.8% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 5y: compounded portfolio wealth divided by compounded JAAA 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…
5y analysis · Full analysis span regression · 6 months rolling