-1.4%
SJT price history and return analytics
+65.7%
-67.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.3% |
| 7D | +8.1% | -1.1% | +9.2% | +8.9% |
| 30D | +13.9% | -1.0% | +14.9% | +14.5% |
| 3M | -9.1% | +3.2% | -12.2% | -11.4% |
| 6M | -37.0% | +12.5% | -49.5% | -42.8% |
| YTD | -43.1% | +14.1% | -57.1% | -48.9% |
| 1Y | -44.6% | +18.9% | -63.5% | -52.0% |
| 3Y | -49.7% | +74.1% | -123.8% | -68.8% |
| All | -1.4% | +65.7% | -67.1% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling