-28.7%
JVA price history and return analytics
+229.8%
-258.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.9% | +11.6% | +11.9% |
| 7D | +11.2% | -1.1% | +12.3% | +12.2% |
| 30D | +9.0% | -1.0% | +10.0% | +9.8% |
| 3M | -8.1% | +3.2% | -11.2% | -10.4% |
| 6M | +23.3% | +12.5% | +10.8% | +13.1% |
| YTD | +2.1% | +14.1% | -11.9% | -7.3% |
| 1Y | -5.6% | +18.9% | -24.6% | -16.5% |
| 3Y | +219.6% | +74.1% | +145.5% | +132.9% |
| 5Y | -15.5% | +66.9% | -82.4% | -37.7% |
| All | -28.7% | +229.8% | -258.5% | -58.6% |
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 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