+17.6%
JD price history and return analytics
+221.4%
-203.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.4% |
| 7D | -0.8% | +1.0% | -1.8% | -2.0% |
| 30D | -16.0% | -0.2% | -15.8% | -15.9% |
| 3M | -3.2% | +4.5% | -7.7% | -9.0% |
| 6M | +6.1% | +14.1% | -8.0% | -11.1% |
| YTD | -0.1% | +14.8% | -14.9% | -17.0% |
| 1Y | -12.7% | +21.2% | -33.9% | -32.3% |
| 3Y | -6.3% | +76.6% | -82.9% | -55.0% |
| 5Y | -61.3% | +66.6% | -127.9% | -79.5% |
| 10Y | +17.6% | +222.3% | -204.7% | -69.2% |
| All | +17.6% | +221.4% | -203.8% | -69.2% |
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