+62.9%
JLS price history and return analytics
+217.6%
-154.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | +0.3% | -3.1% | +3.3% | +1.1% |
| 3M | -2.9% | -3.5% | +0.6% | -2.1% |
| 6M | -7.3% | +0.5% | -7.8% | -7.6% |
| YTD | -1.9% | +10.8% | -12.7% | -4.8% |
| 1Y | -3.3% | +11.9% | -15.2% | -6.4% |
| 3Y | +41.1% | +73.0% | -31.9% | +20.9% |
| 5Y | +22.1% | +58.6% | -36.5% | +6.8% |
| 10Y | +62.9% | +219.2% | -156.3% | +12.5% |
| All | +62.9% | +217.6% | -154.8% | +12.5% |
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 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