-55.5%
JKS vs VT
+13.3%
-68.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | 0.0% | +7.9% | +7.9% |
| 7D | +21.5% | -1.6% | +23.1% | +24.4% |
| 30D | +11.0% | -2.5% | +13.5% | +15.5% |
| 3M | -35.5% | -1.3% | -34.1% | -34.1% |
| 6M | -54.3% | +3.1% | -57.4% | -56.1% |
| YTD | -57.3% | +10.9% | -68.3% | -62.2% |
| All | -55.5% | +13.3% | -68.8% | -61.7% |
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 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