-88.6%
JBDI vs VT
+37.8%
-126.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.5% | -8.3% | -8.3% |
| 7D | -3.8% | -0.1% | -3.6% | -3.1% |
| 30D | +130.0% | -3.1% | +133.1% | +137.8% |
| 3M | +72.9% | -3.5% | +76.4% | +79.4% |
| 6M | +87.3% | +0.5% | +86.8% | +90.1% |
| YTD | +54.2% | +10.8% | +43.4% | +49.1% |
| 1Y | -5.0% | +11.9% | -16.9% | -8.5% |
| All | -88.6% | +37.8% | -126.5% | -88.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling