+97.4%
JAKK vs VT
+13.3%
+84.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | -1.5% | -1.6% | +0.1% | -0.1% |
| 30D | +16.6% | -2.5% | +19.1% | +19.2% |
| 3M | +22.6% | -1.3% | +23.9% | +24.1% |
| 6M | +34.3% | +3.1% | +31.2% | +28.7% |
| YTD | +93.6% | +10.9% | +82.7% | +70.5% |
| All | +97.4% | +13.3% | +84.1% | +66.0% |
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