+99.1%
PJUL vs VT
+151.9%
-52.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.2% | +0.4% | -0.3% | 0.0% |
| 30D | +0.3% | +1.0% | -0.7% | -0.2% |
| 3M | +2.6% | +2.4% | +0.2% | +1.3% |
| 6M | +6.5% | +12.0% | -5.5% | +0.5% |
| YTD | +7.3% | +15.3% | -8.0% | -0.2% |
| 1Y | +10.6% | +22.6% | -12.0% | -0.3% |
| 3Y | +43.7% | +74.7% | -31.0% | +8.4% |
| 5Y | +65.2% | +66.1% | -0.9% | +26.5% |
| All | +99.1% | +151.9% | -52.8% | +18.8% |
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 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