+30.0%
JDVL price history and return analytics
+20.3%
+9.7%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +0.9% | -0.1% | +1.0% | +1.0% |
| 30D | -0.5% | -3.1% | +2.5% | +2.2% |
| 3M | -2.4% | -3.5% | +1.1% | +0.7% |
| 6M | +7.9% | +0.5% | +7.4% | +7.3% |
| YTD | +18.0% | +10.8% | +7.2% | +7.6% |
| 1Y | +20.0% | +11.9% | +8.1% | +8.3% |
| All | +30.0% | +20.3% | +9.7% | +10.2% |
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