+93.5%
JEF price history and return analytics
+371.8%
-278.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.6% |
| 7D | +7.2% | +1.0% | +6.2% | +5.7% |
| 30D | -0.9% | -0.2% | -0.6% | -0.5% |
| 3M | -3.1% | +4.5% | -7.6% | -8.8% |
| 6M | +47.7% | +14.1% | +33.7% | +22.8% |
| YTD | -8.0% | +14.8% | -22.8% | -23.8% |
| 1Y | -10.6% | +21.2% | -31.8% | -31.0% |
| 3Y | +63.5% | +76.6% | -13.1% | -22.2% |
| 5Y | +84.6% | +66.6% | +18.0% | -4.0% |
| 10Y | +318.7% | +222.3% | +96.5% | -9.2% |
| All | +93.5% | +371.8% | -278.4% | -74.9% |
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 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