-99.3%
JUNS vs VT
+35.9%
-135.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -5.8% |
| 7D | -8.1% | +1.0% | -9.1% | -8.7% |
| 30D | -39.6% | -0.2% | -39.4% | -39.4% |
| 3M | -82.2% | +4.5% | -86.8% | -82.6% |
| 6M | -89.4% | +14.1% | -103.4% | -90.1% |
| YTD | -96.0% | +14.8% | -110.7% | -96.2% |
| 1Y | -96.8% | +21.2% | -118.0% | -97.0% |
| All | -99.3% | +35.9% | -135.2% | -99.2% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling