-44.2%
JBDI vs VT
+20.4%
-64.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.6% | -10.5% | -10.6% |
| 7D | -11.8% | -0.1% | -11.6% | -11.6% |
| 30D | -9.8% | -0.7% | -9.1% | -9.2% |
| 3M | +1.9% | +4.0% | -2.1% | -0.2% |
| 6M | -13.0% | +12.3% | -25.3% | -15.1% |
| YTD | -19.6% | +14.0% | -33.6% | -24.2% |
| 1Y | -44.2% | +20.3% | -64.5% | -36.8% |
| All | -44.2% | +20.4% | -64.6% | -36.8% |
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