-99.2%
JUNS vs VT
+36.6%
-135.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -21.5% | +0.4% | -22.0% | -21.7% |
| 30D | -43.2% | +1.0% | -44.2% | -43.5% |
| 3M | -82.8% | +2.4% | -85.2% | -83.0% |
| 6M | -90.3% | +12.0% | -102.3% | -90.9% |
| YTD | -95.7% | +15.3% | -111.1% | -96.0% |
| 1Y | -96.5% | +22.6% | -119.1% | -96.7% |
| All | -99.2% | +36.6% | -135.8% | -99.1% |
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