+610.3%
JNUG vs VT
+74.2%
+536.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.2% | +4.3% |
| 7D | +1.6% | -0.1% | +1.7% | +2.1% |
| 30D | +15.5% | -0.7% | +16.1% | +18.5% |
| 3M | +53.8% | +4.0% | +49.8% | +43.6% |
| 6M | -26.9% | +12.3% | -39.2% | -39.6% |
| YTD | -4.2% | +14.0% | -18.2% | -20.9% |
| 1Y | +61.5% | +20.3% | +41.2% | +21.8% |
| All | +610.3% | +74.2% | +536.1% | +149.5% |
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