+25.4%
JILL vs VT
+20.4%
+4.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.6% | +10.2% | +9.8% |
| 7D | +13.4% | -0.1% | +13.5% | +13.4% |
| 30D | +16.4% | -0.7% | +17.1% | +16.6% |
| 3M | +65.2% | +4.0% | +61.2% | +61.6% |
| 6M | +39.6% | +12.3% | +27.3% | +39.2% |
| YTD | +60.6% | +14.0% | +46.6% | +57.7% |
| 1Y | +25.4% | +20.3% | +5.1% | +9.3% |
| All | +25.4% | +20.4% | +4.9% | +9.3% |
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