-97.4%
JTAI vs VT
+13.3%
-110.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.6% | 0.0% | +13.6% | +13.6% |
| 7D | +8.1% | -1.6% | +9.7% | +12.3% |
| 30D | -35.5% | -2.5% | -33.0% | -31.3% |
| 3M | -48.2% | -1.3% | -46.9% | -45.5% |
| 6M | +50.0% | +3.1% | +47.0% | +54.5% |
| YTD | -91.0% | +10.9% | -101.9% | -91.2% |
| All | -97.4% | +13.3% | -110.7% | -97.7% |
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