-97.4%
JWEL vs VT
+66.2%
-163.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.3% |
| 7D | -3.8% | +0.4% | -4.2% | -4.0% |
| 30D | +38.6% | +1.0% | +37.6% | +37.5% |
| 3M | +0.9% | +2.4% | -1.5% | -1.0% |
| 6M | -6.2% | +12.0% | -18.3% | -13.2% |
| YTD | -0.9% | +15.3% | -16.2% | -9.8% |
| 1Y | +15.7% | +22.6% | -6.8% | +1.3% |
| 3Y | -31.2% | +74.7% | -105.8% | -52.5% |
| All | -97.4% | +66.2% | -163.6% | -98.1% |
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 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