+3,212.9%
JAZZ vs VT
+374.2%
+2,838.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.9% | +0.4% | +0.5% | +0.5% |
| 30D | -5.6% | +1.0% | -6.6% | -6.6% |
| 3M | +2.8% | +2.4% | +0.4% | 0.0% |
| 6M | +30.8% | +12.0% | +18.8% | +15.8% |
| YTD | +45.2% | +15.3% | +29.8% | +24.7% |
| 1Y | +92.8% | +22.6% | +70.2% | +54.6% |
| 3Y | +71.7% | +74.7% | -3.0% | -5.8% |
| 5Y | +80.2% | +66.1% | +14.1% | +2.5% |
| 10Y | +104.2% | +225.0% | -120.8% | -47.3% |
| All | +3,212.9% | +374.2% | +2,838.7% | +499.2% |
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