+947.4%
JCI vs VT
+345.0%
+602.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -2.6% |
| 7D | -16.9% | -4.2% | -12.8% | -13.4% |
| 30D | -17.2% | -5.8% | -11.4% | -12.2% |
| 3M | -14.2% | -5.2% | -9.0% | -9.5% |
| 6M | -8.7% | +0.1% | -8.8% | -8.5% |
| YTD | +10.7% | +8.2% | +2.5% | +3.1% |
| 1Y | +9.7% | +10.1% | -0.4% | +0.5% |
| 3Y | +166.9% | +69.7% | +97.3% | +64.7% |
| 5Y | +93.1% | +53.4% | +39.8% | +31.6% |
| 10Y | +300.3% | +219.2% | +81.1% | +41.2% |
| All | +947.4% | +345.0% | +602.5% | +160.1% |
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