+93.3%
BJUN price history and return analytics
+158.4%
-65.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.1% |
| 7D | -0.5% | -1.1% | +0.6% | +0.3% |
| 30D | -0.5% | -1.0% | +0.5% | +0.1% |
| 3M | +3.1% | +3.2% | -0.1% | +0.9% |
| 6M | +5.6% | +12.5% | -6.8% | -2.5% |
| YTD | +6.2% | +14.1% | -7.9% | -3.0% |
| 1Y | +9.2% | +18.9% | -9.7% | -3.0% |
| 3Y | +46.7% | +74.1% | -27.4% | +0.5% |
| 5Y | +49.2% | +66.9% | -17.7% | +4.2% |
| All | +93.3% | +158.4% | -65.1% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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