-91.1%
JOBX vs VT
+14.6%
-105.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.0% | +0.2% | +22.8% | +21.8% |
| 7D | +44.3% | -2.3% | +46.6% | +55.4% |
| 30D | +1.5% | -5.0% | +6.5% | +28.1% |
| 3M | -53.4% | -4.9% | -48.5% | -40.9% |
| 6M | -76.0% | -1.5% | -74.5% | -72.2% |
| YTD | -87.9% | +8.5% | -96.4% | -91.1% |
| 1Y | -90.5% | +11.4% | -101.9% | -93.7% |
| All | -91.1% | +14.6% | -105.7% | -94.5% |
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 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