-82.5%
JFIN vs VT
+15.2%
-97.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -3.3% |
| 7D | +24.0% | -0.3% | +24.3% | +24.5% |
| 30D | +9.9% | -1.4% | +11.4% | +12.2% |
| 3M | -34.3% | -1.4% | -32.9% | -32.9% |
| 6M | -68.5% | +5.5% | -74.0% | -70.0% |
| YTD | -73.3% | +12.8% | -86.1% | -75.2% |
| 1Y | -82.5% | +15.4% | -97.9% | -84.3% |
| All | -82.5% | +15.2% | -97.7% | -84.3% |
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 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