+7.8%
JIII price history and return analytics
+33.5%
-25.7%
-3.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -0.9% | -2.0% | +1.1% | -0.6% |
| 30D | -1.4% | -1.4% | 0.0% | -1.3% |
| 3M | -0.5% | +4.7% | -5.2% | -1.0% |
| 6M | -0.2% | +11.4% | -11.6% | -1.5% |
| YTD | +0.4% | +13.1% | -12.7% | -1.0% |
| 1Y | +1.9% | +19.0% | -17.1% | 0.0% |
| All | +7.8% | +33.5% | -25.7% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling