+86.6%
FJAN price history and return analytics
+87.3%
-0.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.1% |
| 7D | -0.2% | -1.1% | +0.9% | +0.5% |
| 30D | +0.2% | -1.0% | +1.1% | +0.7% |
| 3M | +3.6% | +3.2% | +0.5% | +1.6% |
| 6M | +9.6% | +12.5% | -2.9% | +1.8% |
| YTD | +9.2% | +14.1% | -4.9% | +0.5% |
| 1Y | +13.7% | +18.9% | -5.2% | +1.9% |
| 3Y | +50.1% | +74.1% | -24.0% | +6.0% |
| 5Y | +69.5% | +66.9% | +2.6% | +19.7% |
| All | +86.6% | +87.3% | -0.7% | +22.5% |
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