+57.3%
JOE price history and return analytics
+65.7%
-8.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.1% |
| 7D | -0.4% | -1.1% | +0.7% | +0.8% |
| 30D | -2.8% | -1.0% | -1.8% | -1.7% |
| 3M | +1.6% | +3.2% | -1.5% | -1.9% |
| 6M | -6.7% | +12.5% | -19.2% | -18.6% |
| YTD | +11.7% | +14.1% | -2.3% | -4.2% |
| 1Y | +26.4% | +18.9% | +7.5% | +3.0% |
| 3Y | +13.9% | +74.1% | -60.2% | -41.4% |
| All | +57.3% | +65.7% | -8.3% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling