+33.0%
SJM price history and return analytics
+15.2%
+17.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +3.9% |
| 7D | +5.6% | -0.3% | +5.9% | +5.4% |
| 30D | +13.9% | -1.4% | +15.4% | +13.5% |
| 3M | +12.2% | -1.4% | +13.6% | +11.8% |
| 6M | +39.5% | +5.5% | +34.0% | +39.9% |
| YTD | +39.6% | +12.8% | +26.7% | +38.6% |
| 1Y | +33.0% | +15.4% | +17.6% | +31.2% |
| All | +33.0% | +15.2% | +17.8% | +31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling