-67.4%
JBI price history and return analytics
+65.7%
-133.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.7% |
| 7D | -9.8% | -1.1% | -8.7% | -8.5% |
| 30D | -5.7% | -1.0% | -4.8% | -4.4% |
| 3M | -13.2% | +3.2% | -16.4% | -16.5% |
| 6M | -17.4% | +12.5% | -29.9% | -28.8% |
| YTD | -29.8% | +14.1% | -43.9% | -40.1% |
| 1Y | -55.9% | +18.9% | -74.8% | -64.1% |
| 3Y | -56.5% | +74.1% | -130.5% | -78.3% |
| All | -67.4% | +65.7% | -133.0% | -82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling