+190.9%
JVAL price history and return analytics
+159.4%
+31.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | 0.0% |
| 7D | -0.5% | +0.4% | -0.9% | -0.9% |
| 30D | -0.8% | -2.6% | +1.8% | +1.8% |
| 3M | -2.1% | -3.2% | +1.2% | +1.1% |
| 6M | +6.2% | +0.9% | +5.2% | +5.1% |
| YTD | +20.4% | +11.3% | +9.1% | +8.3% |
| 1Y | +24.8% | +14.0% | +10.8% | +9.7% |
| 3Y | +82.7% | +75.8% | +6.9% | +6.1% |
| 5Y | +71.5% | +57.8% | +13.6% | +10.2% |
| All | +190.9% | +159.4% | +31.5% | +19.7% |
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