+43.0%
SJM price history and return analytics
+224.4%
-181.4%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | +10.9% | -1.7% | +12.6% | +11.3% |
| 3M | +14.5% | -2.3% | +16.8% | +15.0% |
| 6M | +36.9% | +1.5% | +35.4% | +35.9% |
| YTD | +40.2% | +12.0% | +28.2% | +35.1% |
| 1Y | +27.7% | +12.9% | +14.8% | +22.7% |
| 3Y | +37.5% | +74.9% | -37.5% | +15.2% |
| 5Y | +24.6% | +59.9% | -35.3% | +6.6% |
| 10Y | +43.0% | +224.6% | -181.6% | -12.5% |
| All | +43.0% | +224.4% | -181.4% | -12.5% |
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