+224.7%
JSML price history and return analytics
+214.8%
+9.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | +0.2% |
| 7D | -5.5% | -4.2% | -1.3% | -0.6% |
| 30D | -3.9% | -5.8% | +1.9% | +3.3% |
| 3M | -7.4% | -5.2% | -2.2% | -1.3% |
| 6M | +1.3% | +0.1% | +1.2% | +1.4% |
| YTD | +15.1% | +8.2% | +6.8% | +5.2% |
| 1Y | +13.0% | +10.1% | +2.9% | +1.3% |
| 3Y | +72.1% | +69.7% | +2.5% | -6.3% |
| 5Y | +26.3% | +53.4% | -27.1% | -21.9% |
| All | +224.7% | +214.8% | +9.9% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling