+62.5%
JLS price history and return analytics
+221.8%
-159.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -0.5% | +2.4% | -2.8% | -1.1% |
| 30D | +1.4% | -1.5% | +2.9% | +1.8% |
| 3M | -3.4% | -4.1% | +0.8% | -2.4% |
| 6M | -7.0% | +0.6% | -7.5% | -7.3% |
| YTD | -1.9% | +11.0% | -13.0% | -4.8% |
| 1Y | -3.7% | +13.3% | -17.0% | -7.0% |
| 3Y | +41.3% | +73.4% | -32.1% | +21.0% |
| 5Y | +22.3% | +57.4% | -35.2% | +7.1% |
| All | +62.5% | +221.8% | -159.3% | +12.3% |
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