+644.3%
JNJ price history and return analytics
+360.7%
+283.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.7% |
| 7D | +1.5% | -0.7% | +2.2% | +1.8% |
| 30D | +6.3% | -1.7% | +8.1% | +7.1% |
| 3M | +8.5% | -2.3% | +10.8% | +9.5% |
| 6M | +28.0% | +1.5% | +26.5% | +26.5% |
| YTD | +37.7% | +12.0% | +25.6% | +29.5% |
| 1Y | +47.9% | +12.9% | +35.1% | +38.6% |
| 3Y | +107.4% | +74.9% | +32.4% | +54.9% |
| 5Y | +97.7% | +59.9% | +37.8% | +52.4% |
| 10Y | +210.7% | +224.6% | -14.0% | +64.5% |
| All | +644.3% | +360.7% | +283.6% | +189.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling