-95.9%
JOB vs VT
+215.5%
-311.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -5.0% | -2.3% | -2.7% | -3.3% |
| 30D | -13.6% | -5.0% | -8.7% | -10.0% |
| 3M | -9.5% | -4.9% | -4.6% | -5.9% |
| 6M | -29.6% | -1.5% | -28.1% | -29.3% |
| YTD | -5.0% | +8.5% | -13.5% | -12.1% |
| 1Y | 0.0% | +11.4% | -11.4% | -9.5% |
| 3Y | -66.1% | +70.1% | -136.1% | -79.1% |
| 5Y | -60.4% | +53.7% | -114.1% | -73.4% |
| All | -95.9% | +215.5% | -311.4% | -98.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling