-89.2%
JZXN vs VT
+13.0%
-102.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | -2.3% |
| 7D | -0.9% | +0.4% | -1.3% | -2.3% |
| 30D | -1.8% | -2.6% | +0.8% | +3.3% |
| 3M | -29.2% | -3.2% | -26.0% | -24.9% |
| 6M | +20.4% | +0.9% | +19.5% | +18.9% |
| YTD | -37.0% | +11.3% | -48.3% | -52.7% |
| All | -89.2% | +13.0% | -102.2% | -91.5% |
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