-85.0%
JFIN vs VT
+12.5%
-97.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.6% | -5.4% |
| 7D | -10.5% | -0.1% | -10.4% | -10.6% |
| 30D | +4.1% | -3.1% | +7.1% | +8.4% |
| 3M | -44.0% | -3.5% | -40.5% | -41.2% |
| 6M | -71.7% | +0.5% | -72.2% | -71.4% |
| YTD | -75.9% | +10.8% | -86.6% | -76.8% |
| 1Y | -85.0% | +11.9% | -96.9% | -85.8% |
| All | -85.0% | +12.5% | -97.5% | -85.8% |
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