+82.3%
VOO vs JD
-61.6%
+143.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.3% |
| 7D | +0.5% | -0.8% | +1.3% | +0.6% |
| 30D | -0.9% | -16.0% | +15.1% | +0.9% |
| 3M | +3.9% | -3.2% | +7.1% | +4.1% |
| 6M | +14.5% | +6.1% | +8.5% | +13.5% |
| YTD | +13.0% | -0.1% | +13.1% | +12.6% |
| 1Y | +19.4% | -12.7% | +32.2% | +20.6% |
| 3Y | +78.9% | -6.3% | +85.2% | +75.5% |
| 5Y | +82.3% | -61.3% | +143.6% | +90.8% |
| All | +82.3% | -61.6% | +143.9% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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