-8.1%
JJSF price history and return analytics
+223.7%
-231.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -2.5% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | +9.8% | -2.6% | +12.4% | +11.5% |
| 3M | -2.2% | -3.2% | +1.1% | -0.3% |
| 6M | +19.3% | +0.9% | +18.3% | +17.6% |
| YTD | +1.5% | +11.3% | -9.8% | -7.0% |
| 1Y | +13.1% | +14.0% | -0.9% | +1.6% |
| 3Y | -39.6% | +75.8% | -115.4% | -61.4% |
| 5Y | -35.5% | +57.8% | -93.3% | -55.5% |
| 10Y | -8.1% | +219.8% | -227.9% | -67.2% |
| All | -8.1% | +223.7% | -231.8% | -67.2% |
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 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