+314.1%
VOO vs JCI
+338.7%
-24.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | 0.0% |
| 7D | -2.0% | +0.4% | -2.4% | -2.2% |
| 30D | -1.7% | -7.7% | +6.1% | +1.5% |
| 3M | +4.7% | +2.8% | +2.0% | +3.1% |
| 6M | +12.6% | +7.2% | +5.3% | +8.1% |
| YTD | +11.8% | +20.0% | -8.2% | +1.9% |
| 1Y | +17.5% | +33.3% | -15.7% | +2.0% |
| 3Y | +77.0% | +161.3% | -84.3% | +11.4% |
| 5Y | +82.6% | +108.8% | -26.2% | +24.0% |
| All | +314.1% | +338.7% | -24.6% | +86.7% |
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