-52.9%
JOB vs VT
+66.2%
-119.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -4.0% | +0.4% | -4.4% | -4.3% |
| 30D | +14.3% | +1.0% | +13.3% | +13.5% |
| 3M | +4.3% | +2.4% | +2.0% | +2.4% |
| 6M | 0.0% | +12.0% | -12.0% | -8.0% |
| YTD | +20.0% | +15.3% | +4.7% | +8.2% |
| 1Y | +26.3% | +22.6% | +3.7% | +8.9% |
| 3Y | -60.0% | +74.7% | -134.7% | -73.5% |
| All | -52.9% | +66.2% | -119.1% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling