-74.0%
ZJYL price history and return analytics
+91.2%
-165.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.5% |
| 7D | -0.5% | -1.1% | +0.6% | +0.8% |
| 30D | -40.7% | -1.0% | -39.7% | -40.0% |
| 3M | -15.5% | +3.2% | -18.7% | -18.9% |
| 6M | -27.1% | +12.5% | -39.6% | -36.8% |
| YTD | -53.0% | +14.1% | -67.0% | -59.6% |
| 1Y | -84.6% | +18.9% | -103.5% | -87.4% |
| 3Y | -81.1% | +74.1% | -155.2% | -90.6% |
| All | -74.0% | +91.2% | -165.1% | -87.8% |
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