+18.2%
JBSS vs VT
+20.4%
-2.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.3% |
| 7D | -4.4% | -0.1% | -4.3% | -4.4% |
| 30D | -12.4% | -0.7% | -11.8% | -12.4% |
| 3M | -5.9% | +4.0% | -9.9% | -5.6% |
| 6M | -3.0% | +12.3% | -15.3% | -3.1% |
| YTD | +4.3% | +14.0% | -9.7% | +5.2% |
| 1Y | +18.2% | +20.3% | -2.1% | +13.4% |
| All | +18.2% | +20.4% | -2.2% | +13.4% |
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