+98.9%
VSH vs JAAA
+4.8%
+94.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.8% |
| 7D | +14.3% | +0.1% | +14.2% | +12.7% |
| 30D | -7.9% | +0.4% | -8.3% | -13.7% |
| 3M | -19.9% | +1.2% | -21.1% | -33.2% |
| 6M | -30.5% | +2.3% | -32.8% | -50.8% |
| YTD | +85.7% | +4.0% | +81.7% | +11.3% |
| 1Y | +98.9% | +4.8% | +94.1% | +20.6% |
| All | +98.9% | +4.8% | +94.2% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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