+6.7%
JBDI vs VT
+13.3%
-6.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.3% | -3.3% |
| 7D | -2.2% | -1.6% | -0.6% | -0.4% |
| 30D | +143.9% | -2.5% | +146.4% | +152.9% |
| 3M | +71.9% | -1.3% | +73.2% | +76.3% |
| 6M | +108.9% | +3.1% | +105.8% | +111.0% |
| YTD | +60.2% | +10.9% | +49.3% | +51.2% |
| All | +6.7% | +13.3% | -6.6% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling