+141.4%
JMIA vs VT
+75.0%
+66.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.6% | +2.6% |
| 7D | +5.0% | +0.4% | +4.6% | +3.8% |
| 30D | +24.2% | +1.0% | +23.2% | +21.5% |
| 3M | +5.0% | +2.4% | +2.7% | -0.3% |
| 6M | -8.3% | +12.0% | -20.3% | -31.4% |
| YTD | -41.6% | +15.3% | -57.0% | -59.3% |
| 1Y | -11.0% | +22.6% | -33.6% | -46.3% |
| All | +141.4% | +75.0% | +66.4% | -42.2% |
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