+87.1%
JOET vs VT
+100.6%
-13.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +0.1% |
| 7D | -1.2% | +0.4% | -1.5% | -1.5% |
| 30D | -3.5% | -2.6% | -0.9% | -0.9% |
| 3M | -4.5% | -3.2% | -1.3% | -1.3% |
| 6M | +2.7% | +0.9% | +1.8% | +1.6% |
| YTD | +6.0% | +11.3% | -5.3% | -5.4% |
| 1Y | +6.1% | +14.0% | -7.9% | -7.6% |
| 3Y | +65.9% | +75.8% | -9.9% | -7.1% |
| 5Y | +41.6% | +57.8% | -16.3% | -10.5% |
| All | +87.1% | +100.6% | -13.5% | -2.3% |
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