+822.6%
VOO vs JBL
+2,948.3%
-2,125.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.7% |
| 7D | +0.5% | +4.4% | -3.9% | -0.7% |
| 30D | -0.9% | -8.4% | +7.5% | +1.3% |
| 3M | +3.9% | -14.2% | +18.1% | +7.7% |
| 6M | +14.5% | +29.6% | -15.1% | +3.9% |
| YTD | +13.0% | +37.1% | -24.1% | +0.1% |
| 1Y | +19.4% | +49.5% | -30.1% | +2.3% |
| 3Y | +78.9% | +192.7% | -113.8% | +18.3% |
| 5Y | +82.3% | +411.3% | -329.1% | -1.5% |
| 10Y | +314.2% | +1,447.6% | -1,133.4% | +51.4% |
| All | +822.6% | +2,948.3% | -2,125.7% | +166.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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