+62.3%
JVA price history and return analytics
+368.8%
-306.5%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.0% |
| 7D | -0.6% | -0.1% | -0.4% | -0.5% |
| 30D | -1.4% | -0.7% | -0.8% | -1.0% |
| 3M | -19.9% | +4.0% | -23.9% | -22.2% |
| 6M | +8.9% | +12.3% | -3.4% | +0.7% |
| YTD | -9.2% | +14.0% | -23.3% | -17.0% |
| 1Y | -13.7% | +20.3% | -34.0% | -23.4% |
| 3Y | +186.3% | +75.4% | +110.9% | +108.7% |
| 5Y | -25.9% | +66.0% | -91.8% | -44.7% |
| 10Y | -35.5% | +228.2% | -263.7% | -68.0% |
| All | +62.3% | +368.8% | -306.5% | -28.9% |
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