+26.9%
JBTM price history and return analytics
+74.4%
-47.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | +9.9% | -0.1% | +10.0% | +9.8% |
| 30D | +21.2% | -3.1% | +24.2% | +25.4% |
| 3M | +6.1% | -3.5% | +9.6% | +10.3% |
| 6M | -6.8% | +0.5% | -7.3% | -8.1% |
| YTD | -13.7% | +10.8% | -24.5% | -24.8% |
| 1Y | -8.5% | +11.9% | -20.4% | -21.2% |
| 3Y | +26.9% | +73.0% | -46.1% | -44.8% |
| All | +26.9% | +74.4% | -47.6% | -44.8% |
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 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