+146.3%
VXUS vs JCI
+300.9%
-154.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.4% |
| 7D | +2.3% | +8.4% | -6.1% | -0.6% |
| 30D | -2.2% | -8.9% | +6.7% | +0.6% |
| 3M | -5.4% | -6.4% | +1.0% | -3.8% |
| 6M | -1.2% | +1.6% | -2.9% | -2.9% |
| YTD | +10.4% | +20.1% | -9.7% | +1.8% |
| 1Y | +11.8% | +17.2% | -5.4% | +4.0% |
| 3Y | +68.4% | +190.7% | -122.4% | +7.9% |
| 5Y | +45.9% | +99.9% | -54.0% | +5.9% |
| All | +146.3% | +300.9% | -154.6% | +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 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