-25.3%
JACK price history and return analytics
+346.0%
-371.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | +8.2% | -2.3% | +10.5% | +10.6% |
| 30D | +14.9% | -5.0% | +19.9% | +20.5% |
| 3M | -18.9% | -4.9% | -14.1% | -15.0% |
| 6M | +3.4% | -1.5% | +4.9% | +4.2% |
| YTD | -25.6% | +8.5% | -34.1% | -31.1% |
| 1Y | -11.6% | +11.4% | -22.9% | -20.1% |
| 3Y | -77.6% | +70.1% | -147.7% | -86.3% |
| 5Y | -84.9% | +53.7% | -138.7% | -89.9% |
| 10Y | -82.1% | +220.0% | -302.1% | -93.6% |
| All | -25.3% | +346.0% | -371.3% | -77.8% |
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 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