+454.4%
JXN price history and return analytics
+63.7%
+390.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +1.5% |
| 7D | -0.7% | -2.0% | +1.3% | +2.4% |
| 30D | +7.1% | -1.4% | +8.5% | +9.4% |
| 3M | +30.8% | +4.7% | +26.1% | +21.3% |
| 6M | +29.3% | +11.4% | +17.9% | +8.0% |
| YTD | +32.0% | +13.1% | +18.9% | +7.6% |
| 1Y | +47.7% | +19.0% | +28.7% | +10.4% |
| 3Y | +308.3% | +73.9% | +234.3% | +70.7% |
| 5Y | +545.7% | +65.4% | +480.3% | +176.9% |
| All | +454.4% | +63.7% | +390.6% | +136.9% |
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