+2,309.0%
JCI vs VSH
+1,531.5%
+777.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.8% | -6.3% | +0.3% |
| 7D | +2.9% | +12.8% | -9.9% | -0.5% |
| 30D | -6.9% | -9.0% | +2.1% | -5.2% |
| 3M | -6.3% | -12.2% | +5.9% | -4.1% |
| 6M | +2.6% | -15.9% | +18.5% | +3.2% |
| YTD | +21.8% | +103.2% | -81.4% | -2.9% |
| 1Y | +19.6% | +108.4% | -88.8% | -5.4% |
| 3Y | +194.9% | +41.6% | +153.4% | +147.6% |
| 5Y | +108.1% | +54.6% | +53.6% | +69.5% |
| 10Y | +307.6% | +138.2% | +169.5% | +188.7% |
| All | +2,309.0% | +1,531.5% | +777.5% | +804.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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