+24.3%
VXUS vs JCI
+36.6%
-12.4%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.5% |
| 7D | +0.3% | +4.1% | -3.8% | -0.9% |
| 30D | +0.7% | -3.8% | +4.5% | +1.8% |
| 3M | +4.8% | -1.6% | +6.4% | +4.9% |
| 6M | +11.3% | +9.5% | +1.8% | +7.8% |
| YTD | +16.5% | +21.7% | -5.2% | +11.0% |
| 1Y | +24.3% | +37.1% | -12.9% | +14.8% |
| All | +24.3% | +36.6% | -12.4% | +14.8% |
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