-7.1%
JJSF price history and return analytics
+215.5%
-222.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.6% |
| 7D | +5.2% | -2.3% | +7.5% | +6.7% |
| 30D | +13.2% | -5.0% | +18.2% | +16.8% |
| 3M | -1.3% | -4.9% | +3.6% | +1.8% |
| 6M | +16.5% | -1.5% | +18.0% | +16.8% |
| YTD | +2.4% | +8.5% | -6.1% | -4.6% |
| 1Y | +11.5% | +11.4% | +0.2% | +1.8% |
| 3Y | -39.1% | +70.1% | -109.2% | -60.2% |
| 5Y | -35.5% | +53.7% | -89.2% | -54.7% |
| All | -7.1% | +215.5% | -222.6% | -66.0% |
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