+61.4%
JLS price history and return analytics
+223.7%
-162.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.5% |
| 7D | -0.7% | +0.4% | -1.1% | -0.8% |
| 30D | +0.9% | -2.6% | +3.5% | +1.5% |
| 3M | -2.2% | -3.2% | +1.0% | -1.5% |
| 6M | -6.8% | +0.9% | -7.7% | -7.1% |
| YTD | -1.4% | +11.3% | -12.7% | -4.3% |
| 1Y | -2.7% | +14.0% | -16.7% | -6.3% |
| 3Y | +40.7% | +75.8% | -35.1% | +20.0% |
| 5Y | +22.0% | +57.8% | -35.8% | +6.8% |
| 10Y | +61.4% | +219.8% | -158.4% | +10.4% |
| All | +61.4% | +223.7% | -162.3% | +10.4% |
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