+102.6%
JIVE vs VT
+65.4%
+37.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.9% |
| 7D | -1.3% | -2.3% | +1.0% | +0.7% |
| 30D | -1.8% | -5.0% | +3.2% | +2.6% |
| 3M | -4.3% | -4.9% | +0.6% | -0.1% |
| 6M | +0.1% | -1.5% | +1.6% | +1.3% |
| YTD | +15.4% | +8.5% | +6.9% | +7.7% |
| 1Y | +24.1% | +11.4% | +12.7% | +13.3% |
| 3Y | +106.3% | +70.1% | +36.2% | +30.8% |
| All | +102.6% | +65.4% | +37.1% | +32.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling