-87.0%
JBDI vs VT
+39.4%
-126.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +1.1% | +13.2% | +13.3% |
| 7D | -9.9% | -0.7% | -9.2% | -9.1% |
| 30D | +163.0% | -1.7% | +164.7% | +169.2% |
| 3M | +92.7% | -2.3% | +95.0% | +98.0% |
| 6M | +127.9% | +1.5% | +126.4% | +129.3% |
| YTD | +76.3% | +12.0% | +64.2% | +68.9% |
| 1Y | +11.4% | +12.9% | -1.4% | +6.5% |
| All | -87.0% | +39.4% | -126.4% | -86.6% |
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