+19.9%
VGT vs JD
-9.8%
+29.7%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | -0.1% |
| 7D | -6.5% | +9.0% | -15.5% | -7.5% |
| 30D | -10.6% | +5.2% | -15.8% | -11.1% |
| 3M | -3.7% | -15.9% | +12.2% | -1.3% |
| 6M | +10.4% | -7.7% | +18.0% | +10.8% |
| YTD | +23.1% | +0.1% | +23.0% | +21.4% |
| 1Y | +19.9% | -9.7% | +29.6% | +20.4% |
| All | +19.9% | -9.8% | +29.7% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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