+384.8%
V vs JCI
+323.6%
+61.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | -2.9% | +4.1% | -7.0% | -4.4% |
| 30D | +1.9% | -3.8% | +5.7% | +3.2% |
| 3M | +13.2% | -1.6% | +14.9% | +13.1% |
| 6M | +16.7% | +9.5% | +7.2% | +10.6% |
| YTD | +5.4% | +21.7% | -16.3% | -5.0% |
| 1Y | +7.7% | +37.1% | -29.5% | -8.2% |
| 3Y | +52.0% | +165.2% | -113.2% | -6.4% |
| 5Y | +67.7% | +110.3% | -42.6% | +12.5% |
| 10Y | +384.8% | +341.0% | +43.8% | +101.7% |
| All | +384.8% | +323.6% | +61.2% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling