-95.8%
JOB price history and return analytics
+222.7%
-318.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | +20.0% | -0.7% | +20.7% | +20.7% |
| 3M | +4.3% | +4.0% | +0.4% | +0.6% |
| 6M | +4.3% | +12.3% | -7.9% | -6.1% |
| YTD | +20.0% | +14.0% | +6.0% | +6.7% |
| 1Y | +26.3% | +20.3% | +6.0% | +7.1% |
| 3Y | -60.0% | +75.4% | -135.4% | -76.0% |
| 5Y | -52.9% | +66.0% | -118.9% | -70.3% |
| 10Y | -95.8% | +228.2% | -323.9% | -98.2% |
| All | -95.8% | +222.7% | -318.4% | -98.2% |
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