+47.7%
JXN vs VT
+18.7%
+28.9%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +1.0% |
| 7D | -0.7% | -2.0% | +1.3% | +1.1% |
| 30D | +7.1% | -1.4% | +8.5% | +8.5% |
| 3M | +30.8% | +4.7% | +26.1% | +25.1% |
| 6M | +29.3% | +11.4% | +17.9% | +15.6% |
| YTD | +32.0% | +13.1% | +18.9% | +16.7% |
| 1Y | +47.7% | +19.0% | +28.7% | +23.7% |
| All | +47.7% | +18.7% | +28.9% | +23.7% |
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