-58.2%
JKS vs VT
+69.7%
-127.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.3% |
| 7D | +27.1% | -2.3% | +29.4% | +31.5% |
| 30D | +23.3% | -5.0% | +28.2% | +32.8% |
| 3M | -32.2% | -4.9% | -27.3% | -26.9% |
| 6M | -49.8% | -1.5% | -48.3% | -48.3% |
| YTD | -53.9% | +8.5% | -62.4% | -58.7% |
| 1Y | -58.4% | +11.4% | -69.8% | -64.1% |
| 3Y | -58.2% | +70.1% | -128.2% | -83.4% |
| All | -58.2% | +69.7% | -127.9% | -83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling