+1,195.4%
JBSS vs VT
+360.7%
+834.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.7% |
| 7D | +3.7% | -0.7% | +4.4% | +4.0% |
| 30D | -15.7% | -1.7% | -13.9% | -15.0% |
| 3M | -30.5% | -2.3% | -28.2% | -29.8% |
| 6M | -23.0% | +1.5% | -24.5% | -23.7% |
| YTD | -16.1% | +12.0% | -28.2% | -20.8% |
| 1Y | -11.1% | +12.9% | -23.9% | -16.3% |
| 3Y | -30.7% | +74.9% | -105.7% | -47.2% |
| 5Y | -21.6% | +59.9% | -81.5% | -38.4% |
| 10Y | +40.3% | +224.6% | -184.3% | -22.3% |
| All | +1,195.4% | +360.7% | +834.7% | +457.3% |
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