-65.3%
JKS vs VT
+74.5%
-139.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.3% |
| 7D | -5.6% | +2.9% | -8.5% | -9.6% |
| 30D | +12.8% | -2.5% | +15.3% | +16.9% |
| 3M | -40.9% | -3.3% | -37.5% | -37.8% |
| 6M | -57.7% | +1.5% | -59.2% | -58.4% |
| YTD | -59.2% | +11.4% | -70.6% | -64.8% |
| 1Y | -61.5% | +11.9% | -73.4% | -67.0% |
| All | -65.3% | +74.5% | -139.8% | -87.7% |
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 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