+95.0%
JOE price history and return analytics
+364.8%
-269.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +1.0% |
| 7D | -3.3% | -2.0% | -1.3% | -1.2% |
| 30D | -6.4% | -1.4% | -4.9% | -5.0% |
| 3M | -0.8% | +4.7% | -5.5% | -5.7% |
| 6M | -9.0% | +11.4% | -20.4% | -19.2% |
| YTD | +8.4% | +13.1% | -4.7% | -5.3% |
| 1Y | +28.5% | +19.0% | +9.5% | +6.1% |
| 3Y | +11.4% | +73.9% | -62.6% | -38.0% |
| 5Y | +55.8% | +65.4% | -9.6% | -7.5% |
| 10Y | +266.0% | +225.4% | +40.6% | +8.3% |
| All | +95.0% | +364.8% | -269.8% | -56.4% |
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