-56.8%
JETD vs VT
+23.3%
-80.1%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.8% |
| 7D | +4.9% | +0.4% | +4.4% | +6.9% |
| 30D | +47.8% | +1.0% | +46.8% | +53.8% |
| 3M | -10.2% | +2.4% | -12.6% | +2.2% |
| 6M | -21.5% | +12.0% | -33.5% | +39.0% |
| YTD | -37.9% | +15.3% | -53.2% | +24.5% |
| 1Y | -56.8% | +22.6% | -79.3% | +2.7% |
| All | -56.8% | +23.3% | -80.1% | +2.7% |
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