+82.5%
JETS vs VT
+69.4%
+13.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.3% | +2.4% |
| 7D | +3.2% | -4.2% | +7.3% | +10.0% |
| 30D | +0.9% | -5.8% | +6.7% | +10.5% |
| 3M | -15.4% | -5.2% | -10.2% | -8.2% |
| 6M | +8.8% | +0.1% | +8.7% | +8.6% |
| YTD | +1.0% | +8.2% | -7.2% | -10.1% |
| 1Y | +14.0% | +10.1% | +3.9% | -1.1% |
| All | +82.5% | +69.4% | +13.1% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling