+340.5%
JCI vs VTEB
+17.9%
+322.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.9% | +1.9% |
| 7D | +0.7% | -0.9% | +1.7% | +1.6% |
| 30D | -4.4% | -2.5% | -1.9% | -2.1% |
| 3M | +1.7% | -3.0% | +4.6% | +4.6% |
| 6M | +8.8% | -2.1% | +10.9% | +11.1% |
| YTD | +22.6% | -1.5% | +24.1% | +24.5% |
| 1Y | +36.2% | +0.2% | +36.0% | +36.2% |
| 3Y | +168.0% | +8.6% | +159.5% | +147.2% |
| 5Y | +113.5% | +1.2% | +112.3% | +110.1% |
| All | +340.5% | +17.9% | +322.6% | +401.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling