-19.5%
JANX vs VT
+72.5%
-92.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.3% |
| 7D | +12.3% | +0.4% | +11.8% | +11.4% |
| 30D | +26.5% | +1.0% | +25.5% | +24.2% |
| 3M | +47.1% | +2.4% | +44.7% | +40.5% |
| 6M | +41.0% | +12.0% | +29.0% | +15.6% |
| YTD | +46.7% | +15.3% | +31.3% | +14.6% |
| 1Y | -15.5% | +22.6% | -38.0% | -40.6% |
| 3Y | +83.8% | +74.7% | +9.2% | -29.0% |
| 5Y | -35.3% | +66.1% | -101.4% | -70.1% |
| All | -19.5% | +72.5% | -92.0% | -65.0% |
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 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