+34.4%
JD price history and return analytics
+221.8%
-187.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.9% |
| 7D | -4.1% | +2.4% | -6.5% | -7.0% |
| 30D | +4.6% | -1.5% | +6.1% | +5.9% |
| 3M | -4.7% | -4.1% | -0.6% | -0.5% |
| 6M | -17.4% | +0.6% | -17.9% | -19.3% |
| YTD | +0.7% | +11.0% | -10.3% | -13.6% |
| 1Y | -5.9% | +13.3% | -19.2% | -21.4% |
| 3Y | +18.9% | +73.4% | -54.5% | -42.5% |
| 5Y | -62.9% | +57.4% | -120.4% | -79.2% |
| All | +34.4% | +221.8% | -187.4% | -69.1% |
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