+454.5%
V vs JCI
+298.2%
+156.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.6% | -5.9% | +6.5% | +2.6% |
| 30D | +9.7% | -10.4% | +20.1% | +13.5% |
| 3M | +17.3% | -6.1% | +23.4% | +18.7% |
| 6M | +33.2% | +1.7% | +31.5% | +29.2% |
| YTD | +21.3% | +18.9% | +2.5% | +9.1% |
| 1Y | +27.3% | +16.1% | +11.2% | +15.6% |
| 3Y | +76.1% | +187.8% | -111.7% | +2.6% |
| 5Y | +103.5% | +103.2% | +0.2% | +36.7% |
| 10Y | +454.5% | +288.2% | +166.2% | +128.9% |
| All | +454.5% | +298.2% | +156.2% | +128.9% |
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