-52.8%
JILL price history and return analytics
+202.6%
-255.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.9% | +4.9% | +4.7% |
| 7D | +20.5% | -1.1% | +21.6% | +22.0% |
| 30D | +29.2% | -1.0% | +30.2% | +30.4% |
| 3M | +65.6% | +3.2% | +62.5% | +58.9% |
| 6M | +56.0% | +12.5% | +43.5% | +33.9% |
| YTD | +77.9% | +14.1% | +63.9% | +50.1% |
| 1Y | +34.5% | +18.9% | +15.6% | +7.7% |
| 3Y | -4.8% | +74.1% | -78.9% | -50.4% |
| 5Y | +41.7% | +66.9% | -25.1% | -22.3% |
| All | -52.8% | +202.6% | -255.3% | -86.6% |
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 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