+1,052.2%
JCI price history and return analytics
+360.7%
+691.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.3% | +1.4% |
| 7D | +2.9% | -0.7% | +3.6% | +3.8% |
| 30D | -6.9% | -1.7% | -5.2% | -5.2% |
| 3M | -6.3% | -2.3% | -4.0% | -3.9% |
| 6M | +2.6% | +1.5% | +1.0% | +1.5% |
| YTD | +21.8% | +12.0% | +9.8% | +9.8% |
| 1Y | +19.6% | +12.9% | +6.8% | +7.1% |
| 3Y | +194.9% | +74.9% | +120.0% | +76.8% |
| 5Y | +108.1% | +59.9% | +48.2% | +36.4% |
| 10Y | +307.6% | +224.6% | +83.0% | +41.4% |
| All | +1,052.2% | +360.7% | +691.6% | +177.0% |
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