+21.5%
JLS price history and return analytics
+58.5%
-37.0%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -0.8% | +2.9% | -3.7% | -1.3% |
| 30D | -0.3% | -2.5% | +2.2% | +0.1% |
| 3M | -3.7% | -3.3% | -0.4% | -3.1% |
| 6M | -7.6% | +1.5% | -9.1% | -7.9% |
| YTD | -2.5% | +11.4% | -13.9% | -4.8% |
| 1Y | -4.6% | +11.9% | -16.5% | -6.9% |
| 3Y | +40.2% | +73.9% | -33.6% | +24.9% |
| 5Y | +21.5% | +57.9% | -36.4% | +9.3% |
| All | +21.5% | +58.5% | -37.0% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling