+293.5%
JCI price history and return analytics
+221.8%
+71.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | +3.2% | +2.4% | +0.8% | +0.7% |
| 30D | -8.6% | -1.5% | -7.1% | -6.9% |
| 3M | -7.7% | -4.1% | -3.6% | -3.2% |
| 6M | -2.6% | +0.6% | -3.1% | -2.7% |
| YTD | +17.4% | +11.0% | +6.3% | +5.5% |
| 1Y | +16.9% | +13.3% | +3.6% | +2.8% |
| 3Y | +186.7% | +73.4% | +113.4% | +64.0% |
| 5Y | +95.4% | +57.4% | +37.9% | +23.4% |
| All | +293.5% | +221.8% | +71.8% | +25.2% |
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 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