-89.3%
JZXN vs VT
+13.3%
-102.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -2.3% |
| 7D | -3.7% | -0.7% | -3.0% | -2.5% |
| 30D | -2.8% | -1.7% | -1.0% | +0.5% |
| 3M | -28.6% | -2.3% | -26.3% | -25.8% |
| 6M | -21.6% | +1.5% | -23.2% | -23.6% |
| YTD | -39.3% | +12.0% | -51.4% | -55.1% |
| 1Y | -89.3% | +12.9% | -102.2% | -91.7% |
| All | -89.3% | +13.3% | -102.6% | -91.7% |
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