-45.9%
JKS vs VT
+21.4%
-67.3%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +4.6% |
| 7D | -0.2% | +1.0% | -1.2% | -2.0% |
| 30D | -26.9% | -0.2% | -26.7% | -26.7% |
| 3M | -31.3% | +4.5% | -35.9% | -36.2% |
| 6M | -42.3% | +14.1% | -56.3% | -53.0% |
| YTD | -47.8% | +14.8% | -62.6% | -57.7% |
| 1Y | -45.9% | +21.2% | -67.1% | -56.4% |
| All | -45.9% | +21.4% | -67.3% | -56.4% |
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