-88.6%
JFIN price history and return analytics
+152.7%
-241.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.3% |
| 7D | -15.3% | -1.1% | -14.2% | -13.8% |
| 30D | -37.7% | -1.0% | -36.7% | -36.7% |
| 3M | -63.5% | +3.2% | -66.6% | -64.7% |
| 6M | -77.1% | +12.5% | -89.6% | -80.7% |
| YTD | -75.2% | +14.1% | -89.2% | -79.4% |
| 1Y | -86.7% | +18.9% | -105.6% | -89.7% |
| 3Y | -61.5% | +74.1% | -135.6% | -83.1% |
| 5Y | -52.8% | +66.9% | -119.6% | -77.4% |
| All | -88.6% | +152.7% | -241.4% | -97.2% |
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