+1,202.7%
JBSS vs VT
+357.6%
+845.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +2.8% |
| 7D | +6.0% | +0.4% | +5.7% | +5.9% |
| 30D | -14.7% | -2.6% | -12.1% | -13.7% |
| 3M | -29.7% | -3.2% | -26.5% | -28.7% |
| 6M | -25.0% | +0.9% | -25.9% | -25.6% |
| YTD | -15.6% | +11.3% | -26.9% | -20.1% |
| 1Y | -10.7% | +14.0% | -24.7% | -16.4% |
| 3Y | -30.0% | +75.8% | -105.8% | -46.8% |
| 5Y | -21.3% | +57.8% | -79.1% | -37.8% |
| 10Y | +38.0% | +219.8% | -181.8% | -23.1% |
| All | +1,202.7% | +357.6% | +845.0% | +462.1% |
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