-82.3%
JACK price history and return analytics
+217.6%
-299.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | +10.0% | -0.1% | +10.2% | +10.2% |
| 30D | +15.0% | -3.1% | +18.0% | +19.0% |
| 3M | -18.2% | -3.5% | -14.7% | -14.9% |
| 6M | +5.9% | +0.5% | +5.4% | +4.5% |
| YTD | -23.0% | +10.8% | -33.7% | -31.4% |
| 1Y | -6.6% | +11.9% | -18.5% | -17.8% |
| 3Y | -76.4% | +73.0% | -149.4% | -87.2% |
| 5Y | -84.1% | +58.6% | -142.7% | -90.6% |
| 10Y | -82.3% | +219.2% | -301.5% | -94.6% |
| All | -82.3% | +217.6% | -299.9% | -94.6% |
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