+292.3%
JEF price history and return analytics
+229.8%
+62.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.5% | -4.9% |
| 7D | -5.9% | -1.1% | -4.8% | -4.5% |
| 30D | -4.5% | -1.0% | -3.5% | -3.2% |
| 3M | -12.3% | +3.2% | -15.4% | -16.0% |
| 6M | +36.3% | +12.5% | +23.8% | +15.4% |
| YTD | -14.2% | +14.1% | -28.3% | -28.4% |
| 1Y | -20.3% | +18.9% | -39.2% | -36.9% |
| 3Y | +55.3% | +74.1% | -18.8% | -23.9% |
| 5Y | +72.6% | +66.9% | +5.7% | -9.6% |
| All | +292.3% | +229.8% | +62.5% | -7.9% |
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