-100.0%
JDZG price history and return analytics
+49.0%
-149.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.7% |
| 7D | +13.3% | -1.1% | +14.4% | +13.1% |
| 30D | +9.7% | -1.0% | +10.7% | +9.5% |
| 3M | -93.0% | +3.2% | -96.2% | -93.0% |
| 6M | -88.0% | +12.5% | -100.5% | -88.1% |
| YTD | -98.3% | +14.1% | -112.3% | -98.3% |
| 1Y | -99.3% | +18.9% | -118.3% | -99.4% |
| All | -100.0% | +49.0% | -149.0% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling