+82.3%
VOO vs JCI
+111.9%
-29.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | -0.4% | +4.1% | -4.4% | -1.8% |
| 30D | -1.4% | -3.8% | +2.5% | -0.1% |
| 3M | +3.7% | -1.6% | +5.4% | +3.9% |
| 6M | +13.0% | +9.5% | +3.5% | +8.1% |
| YTD | +12.4% | +21.7% | -9.3% | +2.7% |
| 1Y | +18.6% | +37.1% | -18.5% | +2.8% |
| 3Y | +78.1% | +165.2% | -87.1% | +14.6% |
| 5Y | +82.3% | +110.3% | -28.0% | +25.5% |
| All | +82.3% | +111.9% | -29.6% | +25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling