+203.7%
JQC price history and return analytics
+371.8%
-168.1%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | 0.0% | +1.0% | -1.0% | -0.7% |
| 30D | +0.4% | -0.2% | +0.6% | +0.5% |
| 3M | +3.0% | +4.5% | -1.6% | -0.4% |
| 6M | +5.3% | +14.1% | -8.7% | -4.2% |
| YTD | +3.5% | +14.8% | -11.2% | -6.4% |
| 1Y | -1.3% | +21.2% | -22.5% | -14.2% |
| 3Y | +34.2% | +76.6% | -42.4% | -11.3% |
| 5Y | +27.6% | +66.6% | -39.0% | -13.7% |
| 10Y | +69.4% | +222.3% | -152.8% | -32.3% |
| All | +203.7% | +371.8% | -168.1% | -14.8% |
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