-92.2%
JELD price history and return analytics
+205.6%
-297.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.5% | -1.8% |
| 7D | -10.6% | -2.0% | -8.6% | -7.2% |
| 30D | +7.4% | -1.4% | +8.8% | +10.3% |
| 3M | +24.5% | +4.7% | +19.8% | +16.2% |
| 6M | +34.4% | +11.4% | +23.1% | +14.8% |
| YTD | -17.5% | +13.1% | -30.5% | -31.3% |
| 1Y | -67.7% | +19.0% | -86.7% | -75.1% |
| 3Y | -85.3% | +73.9% | -159.3% | -94.2% |
| 5Y | -92.3% | +65.4% | -157.7% | -96.5% |
| All | -92.2% | +205.6% | -297.9% | -98.6% |
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