-99.5%
JUNS vs VT
+28.5%
-128.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.1% |
| 7D | +7.3% | -2.3% | +9.6% | +9.8% |
| 30D | -22.5% | -5.0% | -17.6% | -19.1% |
| 3M | -60.9% | -4.9% | -56.0% | -59.1% |
| 6M | -91.9% | -1.5% | -90.4% | -91.7% |
| YTD | -97.1% | +8.5% | -105.6% | -97.2% |
| 1Y | -97.8% | +11.4% | -109.2% | -97.9% |
| All | -99.5% | +28.5% | -128.0% | -99.4% |
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