+1,051.6%
JCI vs VT
+374.2%
+677.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.8% | +0.4% | +3.4% | +3.4% |
| 30D | -5.7% | +1.0% | -6.6% | -6.6% |
| 3M | -1.4% | +2.4% | -3.8% | -3.4% |
| 6M | +4.1% | +12.0% | -7.9% | -6.3% |
| YTD | +21.7% | +15.3% | +6.4% | +6.4% |
| 1Y | +36.1% | +22.6% | +13.6% | +12.4% |
| 3Y | +154.4% | +74.7% | +79.8% | +52.3% |
| 5Y | +112.0% | +66.1% | +45.9% | +33.7% |
| 10Y | +322.2% | +225.0% | +97.2% | +45.7% |
| All | +1,051.6% | +374.2% | +677.4% | +168.5% |
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