-87.0%
JETD price history and return analytics
+76.5%
-163.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | +0.3% |
| 7D | +8.7% | -1.1% | +9.8% | +4.5% |
| 30D | +39.6% | -1.0% | +40.6% | +35.4% |
| 3M | +14.0% | +3.2% | +10.8% | +30.7% |
| 6M | -29.4% | +12.5% | -41.9% | +23.3% |
| YTD | -32.5% | +14.1% | -46.6% | +27.4% |
| 1Y | -53.0% | +18.9% | -71.9% | +6.5% |
| 3Y | -89.2% | +74.1% | -163.3% | +40.5% |
| All | -87.0% | +76.5% | -163.4% | +75.7% |
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