+126.2%
JPIN vs VT
+221.8%
-95.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +2.0% | +2.4% | -0.3% | 0.0% |
| 30D | +2.6% | -1.5% | +4.1% | +3.8% |
| 3M | -1.2% | -4.1% | +2.9% | +2.2% |
| 6M | +2.1% | +0.6% | +1.6% | +1.5% |
| YTD | +12.4% | +11.0% | +1.4% | +2.8% |
| 1Y | +15.0% | +13.3% | +1.7% | +3.4% |
| 3Y | +69.1% | +73.4% | -4.3% | +5.5% |
| 5Y | +54.0% | +57.4% | -3.4% | +3.7% |
| All | +126.2% | +221.8% | -95.6% | -19.5% |
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