-51.1%
JFIN vs VT
+57.4%
-108.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +1.1% |
| 7D | -8.6% | +0.4% | -9.0% | -9.1% |
| 30D | +10.8% | -2.6% | +13.4% | +14.3% |
| 3M | -42.9% | -3.2% | -39.7% | -40.5% |
| 6M | -69.9% | +0.9% | -70.8% | -70.0% |
| YTD | -74.3% | +11.3% | -85.6% | -77.1% |
| 1Y | -83.5% | +14.0% | -97.5% | -85.7% |
| 3Y | -63.7% | +75.8% | -139.5% | -80.4% |
| 5Y | -51.1% | +57.8% | -109.0% | -65.5% |
| All | -51.1% | +57.4% | -108.5% | -65.5% |
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 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