+41.9%
SJM price history and return analytics
+221.8%
-179.9%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +2.5% | +2.4% | +0.2% | +1.9% |
| 30D | +9.8% | -1.5% | +11.3% | +10.2% |
| 3M | +12.0% | -4.1% | +16.1% | +13.1% |
| 6M | +35.4% | +0.6% | +34.8% | +34.7% |
| YTD | +41.0% | +11.0% | +30.0% | +36.2% |
| 1Y | +26.3% | +13.3% | +13.0% | +21.2% |
| 3Y | +39.0% | +73.4% | -34.4% | +16.7% |
| 5Y | +24.3% | +57.4% | -33.2% | +6.9% |
| All | +41.9% | +221.8% | -179.9% | -13.4% |
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 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