+101.5%
JTEK vs VT
+85.6%
+16.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | -0.5% | +0.4% | -1.0% | -1.3% |
| 30D | +0.4% | +1.0% | -0.6% | -1.1% |
| 3M | -8.1% | +2.4% | -10.5% | -10.9% |
| 6M | +19.0% | +12.0% | +7.0% | 0.0% |
| YTD | +11.4% | +15.3% | -4.0% | -10.6% |
| 1Y | +17.0% | +22.6% | -5.6% | -14.6% |
| All | +101.5% | +85.6% | +16.0% | -20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling