+36.1%
J price history and return analytics
+57.5%
-21.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +16.2% |
| 3M | +6.9% | -3.5% | +10.4% | +10.5% |
| 6M | +33.4% | +0.5% | +32.9% | +32.4% |
| YTD | +19.6% | +10.8% | +8.8% | +7.9% |
| 1Y | +2.9% | +11.9% | -9.0% | -7.9% |
| 3Y | +45.5% | +73.0% | -27.4% | -13.9% |
| 5Y | +36.1% | +58.6% | -22.5% | -13.7% |
| All | +36.1% | +57.5% | -21.4% | -13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling