-72.4%
JSPR vs VT
+12.5%
-84.9%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.5% | -9.4% | -9.2% |
| 7D | +2.4% | -0.1% | +2.6% | +3.1% |
| 30D | -13.7% | -3.1% | -10.7% | -9.5% |
| 3M | -38.5% | -3.5% | -35.0% | -34.9% |
| 6M | -46.9% | +0.5% | -47.4% | -47.0% |
| YTD | -73.1% | +10.8% | -83.9% | -75.5% |
| 1Y | -72.4% | +11.9% | -84.3% | -75.4% |
| All | -72.4% | +12.5% | -84.9% | -75.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling