+219.2%
JVA price history and return analytics
+74.2%
+144.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.9% | +11.5% | +11.1% |
| 7D | +11.1% | -1.1% | +12.2% | +13.0% |
| 30D | +8.9% | -1.0% | +9.9% | +10.5% |
| 3M | -8.2% | +3.2% | -11.4% | -13.2% |
| 6M | +23.2% | +12.5% | +10.7% | +0.8% |
| YTD | +2.0% | +14.1% | -12.1% | -19.0% |
| 1Y | -5.8% | +18.9% | -24.7% | -30.1% |
| 3Y | +219.2% | +74.1% | +145.1% | +70.2% |
| All | +219.2% | +74.2% | +144.9% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling