+27.3%
V vs JCI
+16.0%
+11.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +0.6% | -5.9% | +6.5% | +0.1% |
| 30D | +9.7% | -10.4% | +20.1% | +9.1% |
| 3M | +17.3% | -6.1% | +23.4% | +16.9% |
| 6M | +33.2% | +1.7% | +31.5% | +33.0% |
| YTD | +21.3% | +18.9% | +2.5% | +17.1% |
| 1Y | +27.3% | +16.1% | +11.2% | +23.8% |
| All | +27.3% | +16.0% | +11.4% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling