+192.5%
JNJ price history and return analytics
+229.8%
-37.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | -3.5% | -1.1% | -2.4% | -3.0% |
| 30D | +2.3% | -1.0% | +3.3% | +2.7% |
| 3M | +12.0% | +3.2% | +8.8% | +10.2% |
| 6M | +10.5% | +12.5% | -2.0% | +4.3% |
| YTD | +30.4% | +14.1% | +16.3% | +22.2% |
| 1Y | +52.1% | +18.9% | +33.2% | +39.6% |
| 3Y | +77.8% | +74.1% | +3.7% | +33.1% |
| 5Y | +82.9% | +66.9% | +16.0% | +38.8% |
| All | +192.5% | +229.8% | -37.3% | +45.5% |
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