-49.6%
JFIN vs VT
+66.2%
-115.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | -19.0% | +0.4% | -19.5% | -19.5% |
| 30D | -38.6% | +1.0% | -39.6% | -39.4% |
| 3M | -57.8% | +2.4% | -60.2% | -58.7% |
| 6M | -72.8% | +12.0% | -84.8% | -76.2% |
| YTD | -70.7% | +15.3% | -86.0% | -75.1% |
| 1Y | -86.1% | +22.6% | -108.7% | -89.0% |
| 3Y | -61.8% | +74.7% | -136.5% | -79.6% |
| All | -49.6% | +66.2% | -115.8% | -66.6% |
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