+20.0%
JBND price history and return analytics
+79.2%
-59.2%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +0.2% | +1.0% | -0.8% | +0.1% |
| 30D | -0.4% | -0.2% | -0.1% | -0.4% |
| 3M | -0.1% | +4.5% | -4.7% | -0.4% |
| 6M | -1.3% | +14.1% | -15.4% | -2.1% |
| YTD | -0.3% | +14.8% | -15.1% | -1.1% |
| 1Y | +0.8% | +21.2% | -20.4% | -0.3% |
| All | +20.0% | +79.2% | -59.2% | +12.2% |
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