-97.4%
JBIO vs VT
+72.8%
-170.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -4.5% | +0.4% | -5.0% | -5.1% |
| 30D | -8.3% | +1.0% | -9.3% | -9.5% |
| 3M | +12.2% | +2.4% | +9.8% | +8.3% |
| 6M | +42.6% | +12.0% | +30.5% | +23.1% |
| YTD | +29.0% | +15.3% | +13.6% | +7.4% |
| 1Y | +155.8% | +22.6% | +133.2% | +97.9% |
| 3Y | -96.3% | +74.7% | -171.0% | -98.6% |
| 5Y | -97.1% | +66.1% | -163.2% | -98.8% |
| All | -97.4% | +72.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling