+68.5%
JULW price history and return analytics
+138.0%
-69.5%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -0.9% | -2.0% | +1.1% | -0.2% |
| 30D | -0.3% | -1.4% | +1.1% | +0.2% |
| 3M | +1.8% | +4.7% | -3.0% | +0.1% |
| 6M | +5.3% | +11.4% | -6.1% | +1.1% |
| YTD | +5.5% | +13.1% | -7.5% | +0.7% |
| 1Y | +8.2% | +19.0% | -10.8% | +1.3% |
| 3Y | +38.1% | +73.9% | -35.9% | +13.2% |
| 5Y | +54.8% | +65.4% | -10.6% | +26.9% |
| All | +68.5% | +138.0% | -69.5% | +23.8% |
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