-2.0%
JBS price history and return analytics
+30.4%
-32.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | -3.4% | -1.1% | -2.3% | -2.9% |
| 30D | -4.0% | -1.0% | -3.1% | -3.7% |
| 3M | +3.2% | +3.2% | 0.0% | +1.6% |
| 6M | -10.6% | +12.5% | -23.1% | -17.0% |
| YTD | -5.7% | +14.1% | -19.8% | -12.9% |
| 1Y | -14.3% | +18.9% | -33.2% | -23.5% |
| All | -2.0% | +30.4% | -32.4% | -26.2% |
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 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