-6.4%
JD vs VG
+32.8%
-39.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.8% | -2.5% |
| 7D | +7.9% | -8.3% | +16.2% | +7.8% |
| 30D | +4.8% | -10.3% | +15.1% | +4.6% |
| 3M | -13.9% | -10.8% | -3.1% | -14.1% |
| 6M | -5.8% | +3.5% | -9.3% | -5.9% |
| YTD | +2.4% | +74.0% | -71.5% | -1.4% |
| All | -6.4% | +32.8% | -39.2% | -10.3% |
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