-90.1%
JYD vs VT
+20.4%
-110.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.8% |
| 7D | -5.8% | -0.1% | -5.7% | -5.8% |
| 30D | -18.0% | -0.7% | -17.3% | -17.9% |
| 3M | +13.3% | +4.0% | +9.3% | +12.1% |
| 6M | -70.4% | +12.3% | -82.7% | -71.6% |
| YTD | -83.8% | +14.0% | -97.8% | -84.3% |
| 1Y | -90.1% | +20.3% | -110.4% | -91.4% |
| All | -90.1% | +20.4% | -110.6% | -91.4% |
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 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