-24.9%
JBSS price history and return analytics
+74.2%
-99.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | -3.0% | -1.1% | -1.9% | -2.7% |
| 30D | -15.0% | -1.0% | -14.0% | -14.8% |
| 3M | -7.3% | +3.2% | -10.4% | -8.1% |
| 6M | -3.7% | +12.5% | -16.2% | -7.3% |
| YTD | +3.8% | +14.1% | -10.3% | -0.7% |
| 1Y | +16.2% | +18.9% | -2.7% | +9.2% |
| 3Y | -24.9% | +74.1% | -99.0% | -37.6% |
| All | -24.9% | +74.2% | -99.1% | -37.6% |
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