+108.8%
JCI vs VGT
+131.4%
-22.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.4% | -0.8% |
| 7D | +0.4% | -1.0% | +1.4% | +1.1% |
| 30D | -7.7% | -0.4% | -7.3% | -7.6% |
| 3M | +2.8% | +6.6% | -3.9% | -1.6% |
| 6M | +7.2% | +31.0% | -23.8% | -10.5% |
| YTD | +20.0% | +27.2% | -7.3% | +1.7% |
| 1Y | +33.3% | +34.5% | -1.2% | +8.6% |
| 3Y | +161.3% | +123.1% | +38.2% | +52.3% |
| 5Y | +108.8% | +135.1% | -26.3% | +12.6% |
| All | +108.8% | +131.4% | -22.6% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 5y: compounded portfolio wealth divided by compounded VGT 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…
5y analysis · Full analysis span regression · 6 months rolling