+86.5%
FJAN price history and return analytics
+88.4%
-2.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | +0.3% | +1.0% | -0.7% | -0.3% |
| 30D | +0.2% | -0.2% | +0.4% | +0.3% |
| 3M | +3.3% | +4.5% | -1.3% | +0.4% |
| 6M | +10.0% | +14.1% | -4.1% | +1.3% |
| YTD | +9.1% | +14.8% | -5.7% | +0.1% |
| 1Y | +14.5% | +21.2% | -6.7% | +1.5% |
| 3Y | +50.7% | +76.6% | -25.9% | +5.5% |
| 5Y | +69.2% | +66.6% | +2.6% | +19.6% |
| All | +86.5% | +88.4% | -2.0% | +22.0% |
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