+73.8%
JVAL price history and return analytics
+59.8%
+14.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +0.2% |
| 7D | -0.3% | -0.7% | +0.4% | +0.4% |
| 30D | +0.6% | -1.7% | +2.3% | +2.3% |
| 3M | -0.7% | -2.3% | +1.6% | +1.6% |
| 6M | +7.5% | +1.5% | +6.0% | +5.8% |
| YTD | +21.8% | +12.0% | +9.8% | +8.5% |
| 1Y | +24.8% | +12.9% | +12.0% | +10.4% |
| 3Y | +82.4% | +74.9% | +7.4% | +4.9% |
| 5Y | +73.8% | +59.9% | +13.9% | +8.4% |
| All | +73.8% | +59.8% | +14.0% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling