+59.0%
JD price history and return analytics
+227.7%
-168.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | +13.4% | -2.3% | +15.7% | +16.3% |
| 30D | +7.7% | -5.0% | +12.7% | +14.2% |
| 3M | -11.3% | -4.9% | -6.4% | -6.3% |
| 6M | -5.1% | -1.5% | -3.6% | -4.8% |
| YTD | +5.0% | +8.5% | -3.4% | -6.9% |
| 1Y | -5.6% | +11.4% | -17.0% | -19.3% |
| 3Y | +17.8% | +70.1% | -52.3% | -41.1% |
| 5Y | -57.2% | +53.7% | -110.9% | -75.0% |
| 10Y | +34.8% | +220.0% | -185.2% | -66.0% |
| All | +59.0% | +227.7% | -168.8% | -62.8% |
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