+50.1%
JPC price history and return analytics
+69.7%
-19.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +1.9% | +2.1% |
| 7D | +2.0% | -2.3% | +4.3% | +3.1% |
| 30D | +7.9% | -5.0% | +12.9% | +10.5% |
| 3M | -5.7% | -4.9% | -0.8% | -3.5% |
| 6M | -7.1% | -1.5% | -5.6% | -6.6% |
| YTD | -5.0% | +8.5% | -13.5% | -9.0% |
| 1Y | -3.3% | +11.4% | -14.7% | -8.6% |
| 3Y | +50.1% | +70.1% | -20.0% | +12.2% |
| All | +50.1% | +69.7% | -19.6% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling