+310.7%
VOO vs JCI
+291.9%
+18.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.5% |
| 7D | +2.6% | +3.2% | -0.6% | +1.2% |
| 30D | -2.0% | -8.6% | +6.6% | +1.2% |
| 3M | -2.8% | -7.7% | +5.0% | -0.3% |
| 6M | +2.2% | -2.6% | +4.7% | +1.7% |
| YTD | +11.5% | +17.4% | -5.8% | +1.7% |
| 1Y | +13.5% | +16.9% | -3.4% | +3.6% |
| 3Y | +78.1% | +186.7% | -108.7% | +6.1% |
| 5Y | +73.1% | +95.4% | -22.2% | +20.0% |
| All | +310.7% | +291.9% | +18.8% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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