-87.6%
JOBX price history and return analytics
+21.8%
-109.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.7% |
| 7D | -7.9% | +0.4% | -8.3% | -10.2% |
| 30D | -27.7% | +1.0% | -28.6% | -31.4% |
| 3M | -68.8% | +2.4% | -71.1% | -70.1% |
| 6M | -65.9% | +12.0% | -77.9% | -77.5% |
| YTD | -83.2% | +15.3% | -98.5% | -90.8% |
| All | -87.6% | +21.8% | -109.4% | -94.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling