+254.8%
JOUT price history and return analytics
+374.2%
-119.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +0.8% | +0.4% | +0.4% | +0.5% |
| 30D | -4.7% | +1.0% | -5.6% | -5.3% |
| 3M | +1.7% | +2.4% | -0.7% | 0.0% |
| 6M | -3.4% | +12.0% | -15.4% | -10.7% |
| YTD | +11.4% | +15.3% | -3.9% | +1.0% |
| 1Y | +16.9% | +22.6% | -5.7% | +1.8% |
| 3Y | -8.5% | +74.7% | -83.2% | -36.4% |
| 5Y | -53.4% | +66.1% | -119.5% | -66.4% |
| 10Y | +57.7% | +225.0% | -167.3% | -22.0% |
| All | +254.8% | +374.2% | -119.4% | +39.6% |
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