+297.8%
VTI vs JCI
+348.5%
-50.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | -0.1% |
| 7D | -0.9% | +0.7% | -1.6% | -1.2% |
| 30D | -1.4% | -4.4% | +3.0% | +0.4% |
| 3M | +3.6% | +1.7% | +1.9% | +2.4% |
| 6M | +13.6% | +8.8% | +4.8% | +8.3% |
| YTD | +12.9% | +22.6% | -9.7% | +1.6% |
| 1Y | +17.2% | +36.2% | -19.0% | +0.3% |
| 3Y | +75.7% | +168.0% | -92.3% | +7.9% |
| 5Y | +75.4% | +113.5% | -38.0% | +16.7% |
| All | +297.8% | +348.5% | -50.8% | +74.5% |
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