-69.3%
JSPR vs VT
+13.0%
-82.4%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.6% | -5.5% | -6.6% |
| 7D | +7.4% | +0.4% | +7.0% | +7.2% |
| 30D | -4.3% | -2.6% | -1.7% | -0.3% |
| 3M | -23.1% | -3.2% | -19.9% | -19.1% |
| 6M | -41.1% | +0.9% | -42.0% | -41.6% |
| YTD | -70.2% | +11.3% | -81.5% | -73.1% |
| All | -69.3% | +13.0% | -82.4% | -72.9% |
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