+51.6%
JILL price history and return analytics
+65.7%
-14.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.9% | +4.9% | +4.9% |
| 7D | +20.5% | -1.1% | +21.6% | +21.7% |
| 30D | +29.2% | -1.0% | +30.2% | +30.2% |
| 3M | +65.6% | +3.2% | +62.5% | +60.1% |
| 6M | +56.0% | +12.5% | +43.5% | +37.7% |
| YTD | +77.9% | +14.1% | +63.9% | +54.7% |
| 1Y | +34.5% | +18.9% | +15.6% | +11.8% |
| 3Y | -4.8% | +74.1% | -78.9% | -43.5% |
| All | +51.6% | +65.7% | -14.1% | +2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling