+22.4%
JCAP vs VT
+29.7%
-7.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.2% | +0.4% | +0.8% | +0.9% |
| 30D | +5.6% | +1.0% | +4.7% | +4.9% |
| 3M | +34.6% | +2.4% | +32.2% | +32.0% |
| 6M | +5.0% | +12.0% | -7.0% | -5.6% |
| YTD | -0.8% | +15.3% | -16.1% | -13.9% |
| 1Y | +20.2% | +22.6% | -2.4% | -5.8% |
| All | +22.4% | +29.7% | -7.3% | -12.8% |
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