+83.7%
JAZZ price history and return analytics
+72.6%
+11.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.6% |
| 7D | -0.4% | -1.9% | +1.5% | +1.0% |
| 30D | +0.4% | -2.2% | +2.5% | +2.0% |
| 3M | +6.6% | +1.9% | +4.7% | +5.0% |
| 6M | +37.7% | +14.4% | +23.3% | +23.7% |
| YTD | +44.6% | +13.2% | +31.4% | +31.2% |
| 1Y | +94.9% | +18.2% | +76.6% | +70.2% |
| 3Y | +83.7% | +72.0% | +11.8% | +15.1% |
| All | +83.7% | +72.6% | +11.1% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling