+24.6%
SJM price history and return analytics
+222.7%
-198.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.9% |
| 7D | -6.2% | -0.1% | -6.0% | -6.2% |
| 30D | +5.4% | -0.7% | +6.1% | +5.6% |
| 3M | +10.7% | +4.0% | +6.7% | +9.4% |
| 6M | +15.5% | +12.3% | +3.2% | +11.4% |
| YTD | +30.0% | +14.0% | +15.9% | +24.7% |
| 1Y | +15.8% | +20.3% | -4.5% | +9.3% |
| 3Y | -2.1% | +75.4% | -77.6% | -18.1% |
| 5Y | +21.4% | +66.0% | -44.5% | +2.7% |
| 10Y | +24.6% | +228.2% | -203.6% | -24.1% |
| All | +24.6% | +222.7% | -198.1% | -24.1% |
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