+337.5%
JJSF price history and return analytics
+363.9%
-26.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +3.5% |
| 7D | +9.2% | -0.3% | +9.5% | +9.4% |
| 30D | +16.4% | -1.4% | +17.8% | +17.4% |
| 3M | +16.9% | -1.4% | +18.2% | +17.8% |
| 6M | +10.1% | +5.5% | +4.6% | +5.5% |
| YTD | +3.7% | +12.8% | -9.1% | -5.4% |
| 1Y | +11.9% | +15.4% | -3.5% | +0.4% |
| 3Y | -38.1% | +76.9% | -115.0% | -59.1% |
| 5Y | -33.8% | +60.4% | -94.2% | -53.9% |
| 10Y | -3.7% | +232.8% | -236.5% | -59.5% |
| All | +337.5% | +363.9% | -26.4% | +40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling