+55.0%
JBTM price history and return analytics
+222.7%
-167.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.2% |
| 7D | -1.3% | +2.9% | -4.2% | -5.3% |
| 30D | +17.4% | -2.5% | +19.9% | +21.2% |
| 3M | +5.7% | -3.3% | +9.0% | +10.4% |
| 6M | -3.1% | +1.5% | -4.6% | -6.1% |
| YTD | -16.7% | +11.4% | -28.1% | -29.3% |
| 1Y | -10.8% | +11.9% | -22.8% | -24.8% |
| 3Y | +22.4% | +73.9% | -51.5% | -45.4% |
| 5Y | -22.8% | +57.9% | -80.7% | -59.5% |
| All | +55.0% | +222.7% | -167.7% | -69.8% |
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