-43.6%
JANX vs VT
+57.4%
-100.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.6% | +2.6% | -30.2% | -31.6% |
| 7D | -26.9% | +0.4% | -27.3% | -28.1% |
| 30D | -30.6% | -2.6% | -28.0% | -28.4% |
| 3M | -19.5% | -3.2% | -16.3% | -16.3% |
| 6M | -10.0% | +0.9% | -10.9% | -13.1% |
| YTD | -7.5% | +11.3% | -18.8% | -24.2% |
| 1Y | -51.8% | +14.0% | -65.8% | -62.1% |
| 3Y | +118.1% | +75.8% | +42.3% | -17.3% |
| 5Y | -43.6% | +57.8% | -101.4% | -71.5% |
| All | -43.6% | +57.4% | -100.9% | -71.5% |
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