+1,027.4%
JCI price history and return analytics
+357.6%
+669.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +2.3% |
| 7D | -3.4% | +0.4% | -3.8% | -3.7% |
| 30D | -10.1% | -2.6% | -7.5% | -7.7% |
| 3M | -6.8% | -3.2% | -3.5% | -3.6% |
| 6M | +2.0% | +0.9% | +1.0% | +1.5% |
| YTD | +19.2% | +11.3% | +7.9% | +8.1% |
| 1Y | +16.7% | +14.0% | +2.7% | +3.5% |
| 3Y | +194.3% | +75.8% | +118.5% | +75.6% |
| 5Y | +103.0% | +57.8% | +45.2% | +34.7% |
| 10Y | +301.7% | +219.8% | +81.9% | +41.2% |
| All | +1,027.4% | +357.6% | +669.7% | +172.7% |
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