+4.5%
JABS price history and return analytics
+23.8%
-19.3%
-1.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -0.4% | -1.1% | +0.7% | -0.4% |
| 30D | -0.3% | -1.0% | +0.6% | -0.3% |
| 3M | +0.4% | +3.2% | -2.7% | +0.3% |
| 6M | +1.2% | +12.5% | -11.3% | +0.7% |
| YTD | +1.8% | +14.1% | -12.2% | +1.4% |
| 1Y | +3.1% | +18.9% | -15.8% | +2.6% |
| All | +4.5% | +23.8% | -19.3% | +3.8% |
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