+30.2%
JBBB vs VT
+54.8%
-24.6%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | +0.6% | -2.3% | +2.9% | +0.8% |
| 30D | -0.6% | -5.0% | +4.4% | -0.2% |
| 3M | +0.5% | -4.9% | +5.4% | +0.9% |
| 6M | +1.8% | -1.5% | +3.4% | +1.9% |
| YTD | +3.2% | +8.5% | -5.3% | +2.4% |
| 1Y | +3.9% | +11.4% | -7.4% | +2.9% |
| 3Y | +25.2% | +70.1% | -44.9% | +20.3% |
| All | +30.2% | +54.8% | -24.6% | +24.4% |
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