+60.0%
JANW vs VT
+87.4%
-27.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.1% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | 0.0% | -1.7% | +1.7% | +0.6% |
| 3M | +1.3% | -2.3% | +3.6% | +2.1% |
| 6M | +3.9% | +1.5% | +2.4% | +3.2% |
| YTD | +7.5% | +12.0% | -4.5% | +2.8% |
| 1Y | +9.0% | +12.9% | -3.9% | +3.8% |
| 3Y | +34.8% | +74.9% | -40.2% | +8.5% |
| 5Y | +50.1% | +59.9% | -9.8% | +22.1% |
| All | +60.0% | +87.4% | -27.3% | +23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling