+95.8%
BBJP price history and return analytics
+153.3%
-57.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.5% |
| 7D | +0.3% | -1.1% | +1.4% | +1.2% |
| 30D | +0.9% | -1.0% | +1.9% | +1.7% |
| 3M | +6.4% | +3.2% | +3.3% | +4.0% |
| 6M | +13.7% | +12.5% | +1.2% | +3.8% |
| YTD | +20.7% | +14.1% | +6.6% | +9.1% |
| 1Y | +24.8% | +18.9% | +5.9% | +9.3% |
| 3Y | +71.0% | +74.1% | -3.1% | +12.4% |
| 5Y | +52.7% | +66.9% | -14.1% | +3.0% |
| All | +95.8% | +153.3% | -57.4% | -2.1% |
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 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