-64.2%
JBI vs VT
+74.0%
-138.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.0% |
| 7D | -23.5% | +2.4% | -25.8% | -25.5% |
| 30D | -13.4% | -1.5% | -11.9% | -11.9% |
| 3M | -29.4% | -4.1% | -25.3% | -25.6% |
| 6M | -30.3% | +0.6% | -30.8% | -30.6% |
| YTD | -45.7% | +11.0% | -56.8% | -51.4% |
| 1Y | -41.2% | +13.3% | -54.6% | -48.4% |
| 3Y | -64.2% | +73.4% | -137.6% | -79.2% |
| All | -64.2% | +74.0% | -138.3% | -79.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling