+1,511.0%
JBSS price history and return analytics
+368.8%
+1,142.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | 0.0% |
| 7D | -4.4% | -0.1% | -4.3% | -4.4% |
| 30D | -12.4% | -0.7% | -11.8% | -12.2% |
| 3M | -5.9% | +4.0% | -9.9% | -7.8% |
| 6M | -3.0% | +12.3% | -15.3% | -8.3% |
| YTD | +4.3% | +14.0% | -9.7% | -2.2% |
| 1Y | +18.2% | +20.3% | -2.1% | +7.9% |
| 3Y | -24.2% | +75.4% | -99.6% | -42.3% |
| 5Y | +2.7% | +66.0% | -63.2% | -20.6% |
| 10Y | +116.4% | +228.2% | -111.8% | +19.3% |
| All | +1,511.0% | +368.8% | +1,142.2% | +588.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling