-13.7%
JAGU price history and return analytics
+11.3%
-25.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -1.7% |
| 7D | -0.6% | -2.0% | +1.4% | +5.6% |
| 30D | -8.7% | -1.4% | -7.3% | -5.2% |
| 3M | -14.2% | +4.7% | -18.9% | -28.1% |
| 6M | -13.7% | +11.4% | -25.1% | -44.0% |
| All | -13.7% | +11.3% | -25.0% | -44.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling