+85.1%
JTEK vs VT
+79.2%
+5.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.5% |
| 7D | +8.1% | +2.9% | +5.2% | +3.1% |
| 30D | -12.8% | -2.5% | -10.3% | -8.6% |
| 3M | -10.6% | -3.3% | -7.3% | -4.9% |
| 6M | -9.7% | +1.5% | -11.2% | -10.6% |
| YTD | +2.3% | +11.4% | -9.1% | -12.6% |
| 1Y | -0.9% | +11.9% | -12.8% | -15.9% |
| 3Y | +77.9% | +73.9% | +4.0% | -22.4% |
| All | +85.1% | +79.2% | +5.9% | -22.5% |
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