+141.2%
J price history and return analytics
+346.0%
-204.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.6% |
| 7D | -3.7% | -2.3% | -1.4% | -0.8% |
| 30D | +9.2% | -5.0% | +14.2% | +16.1% |
| 3M | +3.6% | -4.9% | +8.5% | +10.0% |
| 6M | +18.3% | -1.5% | +19.8% | +19.7% |
| YTD | +13.3% | +8.5% | +4.9% | +1.5% |
| 1Y | -2.0% | +11.4% | -13.3% | -14.9% |
| 3Y | +38.3% | +70.1% | -31.8% | -29.3% |
| 5Y | +31.6% | +53.7% | -22.1% | -24.6% |
| 10Y | +298.1% | +220.0% | +78.1% | -13.7% |
| All | +141.2% | +346.0% | -204.8% | -64.3% |
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