+16.8%
JETS vs VT
+221.8%
-205.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | +0.4% | +2.4% | -1.9% | -2.7% |
| 30D | +11.6% | -1.5% | +13.1% | +14.1% |
| 3M | -9.5% | -4.1% | -5.4% | -3.9% |
| 6M | +10.4% | +0.6% | +9.8% | +9.9% |
| YTD | +2.7% | +11.0% | -8.3% | -10.3% |
| 1Y | +15.5% | +13.3% | +2.1% | -1.9% |
| 3Y | +85.1% | +73.4% | +11.7% | -9.9% |
| 5Y | +25.0% | +57.4% | -32.4% | -29.4% |
| All | +16.8% | +221.8% | -205.0% | -74.3% |
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