+16.9%
JCI vs VG
+63.8%
-46.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.3% |
| 7D | +3.2% | +14.0% | -10.8% | +3.3% |
| 30D | -8.6% | -1.0% | -7.6% | -8.6% |
| 3M | -7.7% | -2.7% | -5.0% | -7.7% |
| 6M | -2.6% | +1.5% | -4.1% | -2.0% |
| YTD | +17.4% | +93.7% | -76.3% | +14.9% |
| 1Y | +16.9% | +68.5% | -51.6% | +15.1% |
| All | +16.9% | +63.8% | -46.8% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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