+270.1%
J price history and return analytics
+217.6%
+52.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.9% |
| 7D | -1.7% | -0.1% | -1.6% | -1.4% |
| 30D | +12.9% | -3.1% | +16.0% | +16.5% |
| 3M | +6.9% | -3.5% | +10.4% | +10.8% |
| 6M | +33.4% | +0.5% | +32.9% | +32.3% |
| YTD | +19.6% | +10.8% | +8.8% | +7.1% |
| 1Y | +2.9% | +11.9% | -9.0% | -8.6% |
| 3Y | +45.5% | +73.0% | -27.4% | -17.1% |
| 5Y | +36.1% | +58.6% | -22.5% | -15.5% |
| 10Y | +270.1% | +219.2% | +51.0% | +11.0% |
| All | +270.1% | +217.6% | +52.5% | +11.0% |
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 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