-44.1%
JBGS price history and return analytics
+178.8%
-222.9%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +4.9% | +4.9% |
| 7D | +2.3% | +2.4% | -0.1% | 0.0% |
| 30D | +16.2% | -1.5% | +17.7% | +17.4% |
| 3M | +7.7% | -4.1% | +11.9% | +11.6% |
| 6M | -10.3% | +0.6% | -10.8% | -11.8% |
| YTD | -23.2% | +11.0% | -34.2% | -31.7% |
| 1Y | -26.1% | +13.3% | -39.4% | -35.6% |
| 3Y | +14.0% | +73.4% | -59.4% | -34.8% |
| 5Y | -47.6% | +57.4% | -105.0% | -67.1% |
| All | -44.1% | +178.8% | -222.9% | -80.8% |
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 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