+13.2%
JPIB vs VT
+57.0%
-43.9%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | 0.0% |
| 7D | -0.5% | +2.4% | -2.9% | -0.8% |
| 30D | 0.0% | -1.5% | +1.5% | +0.1% |
| 3M | -2.0% | -4.1% | +2.1% | -1.6% |
| 6M | -0.9% | +0.6% | -1.4% | -1.0% |
| YTD | -0.8% | +11.0% | -11.9% | -2.0% |
| 1Y | -0.3% | +13.3% | -13.7% | -1.8% |
| 3Y | +17.3% | +73.4% | -56.1% | +10.3% |
| All | +13.2% | +57.0% | -43.9% | +7.1% |
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 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