-99.9%
JZ price history and return analytics
+74.2%
-174.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.6% | -9.7% | -10.1% |
| 7D | -27.7% | -0.1% | -27.6% | -27.6% |
| 30D | -67.6% | -0.7% | -66.9% | -67.5% |
| 3M | -87.1% | +4.0% | -91.1% | -87.4% |
| 6M | -97.0% | +12.3% | -109.3% | -97.1% |
| YTD | -97.4% | +14.0% | -111.5% | -97.5% |
| 1Y | -98.3% | +20.3% | -118.6% | -98.4% |
| All | -99.9% | +74.2% | -174.1% | -99.9% |
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 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