-62.7%
JELD vs VT
+15.2%
-77.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.7% | -10.9% | -13.0% |
| 7D | -19.9% | -0.3% | -19.5% | -19.4% |
| 30D | -38.1% | -1.4% | -36.6% | -36.2% |
| 3M | -39.8% | -1.4% | -38.4% | -38.0% |
| 6M | -21.6% | +5.5% | -27.0% | -30.2% |
| YTD | -55.7% | +12.8% | -68.5% | -65.8% |
| 1Y | -62.7% | +15.4% | -78.1% | -72.9% |
| All | -62.7% | +15.2% | -77.9% | -72.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling