+115.0%
JCI price history and return analytics
+66.2%
+48.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.6% |
| 7D | +5.1% | +1.0% | +4.1% | +3.9% |
| 30D | -3.8% | -0.2% | -3.6% | -3.6% |
| 3M | +1.9% | +4.5% | -2.7% | -3.1% |
| 6M | +11.2% | +14.1% | -2.9% | -4.4% |
| YTD | +22.9% | +14.8% | +8.2% | +4.9% |
| 1Y | +37.4% | +21.2% | +16.2% | +10.0% |
| 3Y | +167.8% | +76.6% | +91.3% | +41.6% |
| 5Y | +115.0% | +66.6% | +48.4% | +20.8% |
| All | +115.0% | +66.2% | +48.8% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling