-90.8%
BJDX vs VT
+10.5%
-101.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.0% |
| 7D | +5.7% | -2.3% | +8.0% | +9.0% |
| 30D | -27.5% | -5.0% | -22.5% | -22.3% |
| 3M | -48.9% | -4.9% | -44.0% | -45.5% |
| 6M | -68.9% | -1.5% | -67.4% | -68.5% |
| YTD | -78.0% | +8.5% | -86.5% | -80.6% |
| 1Y | -90.8% | +11.4% | -102.1% | -92.4% |
| All | -90.8% | +10.5% | -101.3% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling