-92.2%
JELD price history and return analytics
+65.7%
-157.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.0% |
| 7D | -9.1% | -0.1% | -9.0% | -8.9% |
| 30D | +12.3% | -0.7% | +13.0% | +13.7% |
| 3M | +20.0% | +4.0% | +16.0% | +13.6% |
| 6M | +25.7% | +12.3% | +13.5% | +6.3% |
| YTD | -14.6% | +14.0% | -28.7% | -29.5% |
| 1Y | -66.1% | +20.3% | -86.4% | -74.1% |
| 3Y | -84.8% | +75.4% | -160.3% | -93.8% |
| 5Y | -92.2% | +66.0% | -158.2% | -96.4% |
| All | -92.2% | +65.7% | -157.9% | -96.4% |
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