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Stock and ETF performance explorer

JSPR price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.3%
VT return
+121.6%
Excess return
-220.9%
Maximum drawdown
-99.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-1.1%-0.6%-0.5%-0.7%
7D-0.6%-0.1%-0.4%-0.5%
30D-12.3%-0.7%-11.6%-11.8%
3M+50.4%+4.0%+46.4%+47.2%
6M-46.5%+12.3%-58.8%-49.9%
YTD-61.7%+14.0%-75.7%-64.5%
1Y-72.9%+20.3%-93.2%-75.6%
3Y-92.4%+75.4%-167.8%-94.0%
5Y-99.3%+66.0%-165.3%-99.5%
All-99.3%+121.6%-220.9%-99.4%

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