+54.3%
JILL vs VT
+13.3%
+41.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | -1.3% | -1.6% | +0.3% | -0.7% |
| 30D | -9.4% | -2.5% | -6.9% | -8.5% |
| 3M | +22.1% | -1.3% | +23.4% | +22.5% |
| 6M | +83.3% | +3.1% | +80.2% | +81.0% |
| YTD | +66.9% | +10.9% | +56.0% | +70.6% |
| All | +54.3% | +13.3% | +41.0% | +52.0% |
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