+28.4%
JETS vs VT
+59.8%
-31.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.6% |
| 7D | +2.5% | -0.7% | +3.2% | +3.5% |
| 30D | +11.7% | -1.7% | +13.5% | +14.7% |
| 3M | -4.8% | -2.3% | -2.5% | -1.4% |
| 6M | +13.5% | +1.5% | +11.9% | +11.3% |
| YTD | +7.6% | +12.0% | -4.5% | -7.8% |
| 1Y | +22.1% | +12.9% | +9.3% | +3.7% |
| 3Y | +94.0% | +74.9% | +19.0% | -8.3% |
| 5Y | +28.4% | +59.9% | -31.6% | -27.9% |
| All | +28.4% | +59.8% | -31.4% | -27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling