-95.2%
JNUG price history and return analytics
+229.8%
-325.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +0.5% |
| 7D | -5.8% | -1.1% | -4.6% | -3.9% |
| 30D | +7.3% | -1.0% | +8.2% | +9.6% |
| 3M | +40.9% | +3.2% | +37.8% | +37.1% |
| 6M | -30.1% | +12.5% | -42.5% | -37.3% |
| YTD | -10.0% | +14.1% | -24.1% | -19.2% |
| 1Y | +37.3% | +18.9% | +18.4% | +17.7% |
| 3Y | +566.9% | +74.1% | +492.8% | +251.4% |
| 5Y | +223.9% | +66.9% | +157.1% | +85.1% |
| All | -95.2% | +229.8% | -325.0% | -99.2% |
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