+25.3%
EJUL price history and return analytics
+142.3%
-117.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -0.9% | -1.1% | +0.2% | -0.3% |
| 30D | +1.7% | -1.0% | +2.6% | +2.1% |
| 3M | +1.5% | +3.2% | -1.6% | +0.1% |
| 6M | +4.7% | +12.5% | -7.8% | -1.2% |
| YTD | +6.5% | +14.1% | -7.5% | -0.2% |
| 1Y | +9.9% | +18.9% | -9.0% | +0.9% |
| 3Y | +37.8% | +74.1% | -36.3% | +4.8% |
| 5Y | +20.9% | +66.9% | -46.0% | -7.1% |
| All | +25.3% | +142.3% | -117.0% | -22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling