+143.2%
VOO vs JAAA
+29.3%
+113.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | -0.9% | +0.5% | -1.4% | -1.6% |
| 3M | +3.9% | +1.2% | +2.7% | +2.0% |
| 6M | +14.5% | +2.8% | +11.7% | +9.7% |
| YTD | +13.0% | +3.2% | +9.8% | +7.7% |
| 1Y | +19.4% | +4.8% | +14.6% | +11.3% |
| 3Y | +78.9% | +19.0% | +59.9% | +53.5% |
| 5Y | +82.3% | +26.8% | +55.4% | +49.9% |
| All | +143.2% | +29.3% | +113.9% | +89.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling