-100.0%
JDZG vs VT
+50.7%
-150.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -11.7% | +0.4% | -12.2% | -11.7% |
| 30D | -18.5% | +1.0% | -19.4% | -18.4% |
| 3M | -93.8% | +2.4% | -96.2% | -93.8% |
| 6M | -90.5% | +12.0% | -102.5% | -90.5% |
| YTD | -98.5% | +15.3% | -113.8% | -98.5% |
| 1Y | -99.4% | +22.6% | -122.0% | -99.4% |
| All | -100.0% | +50.7% | -150.7% | -100.0% |
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