+117.8%
JPIN vs VT
+222.3%
-104.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | -0.6% | -2.3% | +1.7% | +1.3% |
| 30D | +0.7% | -5.0% | +5.6% | +5.0% |
| 3M | -2.9% | -4.9% | +2.0% | +1.2% |
| 6M | -0.5% | -1.5% | +1.0% | +0.6% |
| YTD | +10.2% | +8.5% | +1.7% | +2.6% |
| 1Y | +14.4% | +11.4% | +3.1% | +4.2% |
| 3Y | +65.0% | +70.1% | -5.0% | +3.8% |
| 5Y | +50.2% | +53.7% | -3.6% | +2.5% |
| 10Y | +116.0% | +220.0% | -103.9% | -24.7% |
| All | +117.8% | +222.3% | -104.6% | -23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling