-96.2%
JBIO vs VT
+74.0%
-170.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.0% |
| 7D | +7.1% | +2.4% | +4.7% | +4.7% |
| 30D | +20.1% | -1.5% | +21.6% | +22.1% |
| 3M | -32.2% | -4.1% | -28.1% | -29.4% |
| 6M | -35.6% | +0.6% | -36.2% | -36.1% |
| YTD | +4.6% | +11.0% | -6.4% | -5.0% |
| 1Y | +66.7% | +13.3% | +53.4% | +48.8% |
| 3Y | -96.2% | +73.4% | -169.6% | -99.0% |
| All | -96.2% | +74.0% | -170.2% | -99.0% |
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