-53.5%
JBI vs VT
+20.4%
-74.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.4% | -5.0% |
| 7D | -4.7% | -0.1% | -4.6% | -4.4% |
| 30D | -13.4% | -0.7% | -12.7% | -12.3% |
| 3M | -11.6% | +4.0% | -15.6% | -17.4% |
| 6M | -13.7% | +12.3% | -26.0% | -30.4% |
| YTD | -28.9% | +14.0% | -42.9% | -43.7% |
| 1Y | -53.5% | +20.3% | -73.8% | -65.8% |
| All | -53.5% | +20.4% | -74.0% | -65.8% |
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