+91.0%
JGRO price history and return analytics
+89.4%
+1.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.4% |
| 7D | -0.8% | -1.1% | +0.3% | +0.5% |
| 30D | -2.4% | -1.0% | -1.4% | -1.2% |
| 3M | -1.2% | +3.2% | -4.4% | -4.6% |
| 6M | +6.6% | +12.5% | -5.9% | -7.2% |
| YTD | +1.2% | +14.1% | -12.9% | -13.4% |
| 1Y | +2.2% | +18.9% | -16.7% | -16.7% |
| 3Y | +64.7% | +74.1% | -9.4% | -13.4% |
| All | +91.0% | +89.4% | +1.6% | -8.2% |
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 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