+24.3%
JMUB price history and return analytics
+151.6%
-127.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.6% | -2.3% | +2.9% | +0.8% |
| 30D | +4.4% | -5.0% | +9.3% | +4.6% |
| 3M | -0.5% | -4.9% | +4.4% | -0.2% |
| 6M | -0.7% | -1.5% | +0.8% | -0.7% |
| YTD | +0.2% | +8.5% | -8.3% | -0.3% |
| 1Y | +0.5% | +11.4% | -10.8% | -0.1% |
| 3Y | +13.0% | +70.1% | -57.1% | +9.6% |
| 5Y | +5.1% | +53.7% | -48.6% | +2.4% |
| All | +24.3% | +151.6% | -127.3% | +15.3% |
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