+13.6%
BIPJ price history and return analytics
+50.6%
-37.0%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.3% |
| 7D | +1.4% | -1.1% | +2.5% | +1.6% |
| 30D | -2.8% | -1.0% | -1.8% | -2.6% |
| 3M | -2.9% | +3.2% | -6.0% | -3.6% |
| 6M | -0.7% | +12.5% | -13.2% | -3.4% |
| YTD | +1.4% | +14.1% | -12.6% | -1.8% |
| 1Y | +2.0% | +18.9% | -16.9% | -2.3% |
| All | +13.6% | +50.6% | -37.0% | +0.9% |
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