-24.8%
JANX vs VT
+66.2%
-91.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.2% |
| 7D | +6.1% | +1.0% | +5.1% | +4.4% |
| 30D | +26.4% | -0.2% | +26.7% | +26.6% |
| 3M | +48.3% | +4.5% | +43.8% | +36.9% |
| 6M | +44.8% | +14.1% | +30.7% | +15.0% |
| YTD | +45.2% | +14.8% | +30.5% | +14.4% |
| 1Y | -19.2% | +21.2% | -40.4% | -42.3% |
| 3Y | +96.8% | +76.6% | +20.2% | -25.6% |
| 5Y | -24.8% | +66.6% | -91.4% | -65.2% |
| All | -24.8% | +66.2% | -91.0% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling