+77.3%
VOO vs JNJ
+79.6%
-2.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -0.8% | -3.5% | +2.7% | -0.8% |
| 30D | -1.1% | +2.3% | -3.4% | -1.1% |
| 3M | +3.9% | +12.0% | -8.1% | +3.7% |
| 6M | +13.6% | +10.5% | +3.2% | +13.5% |
| YTD | +12.7% | +30.4% | -17.7% | +11.8% |
| 1Y | +17.6% | +52.1% | -34.6% | +15.6% |
| 3Y | +77.3% | +77.8% | -0.5% | +74.3% |
| All | +77.3% | +79.6% | -2.2% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 3y: compounded portfolio wealth divided by compounded JNJ 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…
3y analysis · Full analysis span regression · 6 months rolling