-81.7%
JACK price history and return analytics
+222.7%
-304.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.8% |
| 7D | -6.8% | -0.1% | -6.7% | -6.7% |
| 30D | -17.2% | -0.7% | -16.5% | -16.5% |
| 3M | +23.6% | +4.0% | +19.6% | +17.9% |
| 6M | +5.9% | +12.3% | -6.3% | -7.0% |
| YTD | -22.0% | +14.0% | -36.0% | -32.7% |
| 1Y | -25.9% | +20.3% | -46.2% | -39.7% |
| 3Y | -80.0% | +75.4% | -155.5% | -89.3% |
| 5Y | -84.0% | +66.0% | -150.0% | -91.0% |
| 10Y | -81.7% | +228.2% | -309.9% | -94.4% |
| All | -81.7% | +222.7% | -304.4% | -94.4% |
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