+67.0%
JULT vs VT
+58.5%
+8.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +2.1% | +2.9% | -0.8% | +0.3% |
| 30D | -1.8% | -2.5% | +0.7% | -0.2% |
| 3M | -0.6% | -3.3% | +2.7% | +1.5% |
| 6M | +3.2% | +1.5% | +1.6% | +1.9% |
| YTD | +8.2% | +11.4% | -3.2% | +0.3% |
| 1Y | +9.6% | +11.9% | -2.3% | +1.3% |
| 3Y | +53.8% | +73.9% | -20.1% | +5.9% |
| 5Y | +67.0% | +57.9% | +9.2% | +19.4% |
| All | +67.0% | +58.5% | +8.5% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling