+202.8%
JFR price history and return analytics
+356.5%
-153.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -0.7% | +2.4% | -3.1% | -1.8% |
| 30D | +0.8% | -1.5% | +2.3% | +1.4% |
| 3M | -3.2% | -4.1% | +0.9% | -1.4% |
| 6M | +1.9% | +0.6% | +1.3% | +1.3% |
| YTD | +3.2% | +11.0% | -7.8% | -2.3% |
| 1Y | +3.6% | +13.3% | -9.8% | -2.9% |
| 3Y | +30.0% | +73.4% | -43.4% | -1.6% |
| 5Y | +22.0% | +57.4% | -35.4% | -4.1% |
| 10Y | +62.5% | +221.7% | -159.2% | -11.4% |
| All | +202.8% | +356.5% | -153.7% | +30.6% |
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 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