+687.1%
JCE price history and return analytics
+357.6%
+329.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.8% |
| 7D | +0.7% | +0.4% | +0.3% | +0.3% |
| 30D | -2.5% | -2.6% | +0.1% | -0.3% |
| 3M | +0.9% | -3.2% | +4.2% | +3.7% |
| 6M | +6.9% | +0.9% | +5.9% | +5.8% |
| YTD | +12.3% | +11.3% | +1.0% | +2.1% |
| 1Y | +16.3% | +14.0% | +2.3% | +3.6% |
| 3Y | +74.4% | +75.8% | -1.4% | +6.8% |
| 5Y | +60.4% | +57.8% | +2.6% | +7.7% |
| 10Y | +251.9% | +219.8% | +32.1% | +31.4% |
| All | +687.1% | +357.6% | +329.4% | +109.2% |
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 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