+32.5%
JD price history and return analytics
+217.6%
-185.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.3% |
| 7D | +5.2% | -0.1% | +5.3% | +4.8% |
| 30D | +4.5% | -3.1% | +7.6% | +7.9% |
| 3M | -15.4% | -3.5% | -11.9% | -12.4% |
| 6M | -6.0% | +0.5% | -6.5% | -8.2% |
| YTD | +2.2% | +10.8% | -8.6% | -12.0% |
| 1Y | -6.7% | +11.9% | -18.6% | -20.8% |
| 3Y | +20.5% | +73.0% | -52.4% | -41.5% |
| 5Y | -58.4% | +58.6% | -117.0% | -76.8% |
| 10Y | +32.5% | +219.2% | -186.7% | -69.0% |
| All | +32.5% | +217.6% | -185.2% | -69.0% |
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 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