+33.9%
JWEL vs VT
+13.3%
+20.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -6.6% | -1.6% | -5.0% | -6.6% |
| 30D | -19.2% | -2.5% | -16.7% | -19.2% |
| 3M | +16.5% | -1.3% | +17.8% | +15.9% |
| 6M | -20.4% | +3.1% | -23.4% | -21.9% |
| YTD | -13.9% | +10.9% | -24.8% | -15.1% |
| All | +33.9% | +13.3% | +20.6% | +31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling