-9.7%
JD vs VG
+47.2%
-56.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -7.7% | +10.7% | +2.9% |
| 7D | +9.0% | -16.4% | +25.3% | +8.6% |
| 30D | +5.2% | -10.8% | +16.0% | +5.0% |
| 3M | -15.9% | -6.3% | -9.6% | -16.0% |
| 6M | -7.7% | -12.5% | +4.8% | -8.1% |
| YTD | +0.1% | +76.9% | -76.8% | -2.9% |
| 1Y | -9.7% | +51.8% | -61.5% | -12.9% |
| All | -9.7% | +47.2% | -56.9% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling