+1.1%
JEDI vs VT
+19.0%
-17.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.7% | -3.0% |
| 7D | -0.6% | -0.1% | -0.4% | -0.3% |
| 30D | -13.7% | -0.7% | -13.0% | -12.4% |
| 3M | -20.9% | +4.0% | -24.9% | -26.1% |
| 6M | -7.3% | +12.3% | -19.6% | -21.3% |
| YTD | +5.1% | +14.0% | -9.0% | -13.5% |
| All | +1.1% | +19.0% | -17.8% | -20.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling