-92.4%
JYNT vs VT
+53.2%
-145.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | +3.8% |
| 7D | +0.1% | -4.2% | +4.3% | +6.2% |
| 30D | +3.7% | -5.8% | +9.5% | +12.4% |
| 3M | -11.5% | -5.2% | -6.3% | -5.2% |
| 6M | -14.7% | +0.1% | -14.8% | -16.2% |
| YTD | -15.5% | +8.2% | -23.7% | -26.6% |
| 1Y | -11.1% | +10.1% | -21.2% | -24.9% |
| 3Y | -6.7% | +69.7% | -76.4% | -61.3% |
| 5Y | -92.4% | +53.4% | -145.8% | -95.8% |
| All | -92.4% | +53.2% | -145.6% | -95.8% |
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