-3.0%
JBS vs VT
+28.1%
-31.2%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.1% |
| 7D | -3.9% | -0.7% | -3.2% | -3.8% |
| 30D | -3.2% | -1.7% | -1.4% | -2.7% |
| 3M | -4.4% | -2.3% | -2.1% | -3.6% |
| 6M | -13.7% | +1.5% | -15.3% | -14.8% |
| YTD | -6.7% | +12.0% | -18.8% | -13.4% |
| 1Y | +1.6% | +12.9% | -11.3% | -6.2% |
| All | -3.0% | +28.1% | -31.2% | -26.6% |
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