-100.0%
JTAI vs VT
+76.6%
-176.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.5% | +6.9% | +7.2% |
| 7D | -8.3% | +1.0% | -9.3% | -9.8% |
| 30D | -31.8% | -0.2% | -31.6% | -31.5% |
| 3M | +77.6% | +4.5% | +73.0% | +68.9% |
| 6M | -33.8% | +14.1% | -47.9% | -43.9% |
| YTD | -88.0% | +14.8% | -102.8% | -89.9% |
| 1Y | -97.8% | +21.2% | -119.0% | -98.2% |
| 3Y | -100.0% | +76.6% | -176.6% | -100.0% |
| All | -100.0% | +76.6% | -176.6% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling