+266.9%
JPC price history and return analytics
+355.4%
-88.5%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | +2.0% | -0.1% | +2.2% | +2.1% |
| 30D | +5.9% | -3.1% | +8.9% | +8.3% |
| 3M | -6.8% | -3.5% | -3.3% | -4.4% |
| 6M | -7.2% | +0.5% | -7.7% | -8.0% |
| YTD | -5.2% | +10.8% | -16.0% | -12.8% |
| 1Y | -4.2% | +11.9% | -16.1% | -12.5% |
| 3Y | +51.9% | +73.0% | -21.1% | -1.9% |
| 5Y | +13.0% | +58.6% | -45.7% | -23.1% |
| 10Y | +76.1% | +219.2% | -143.1% | -32.7% |
| All | +266.9% | +355.4% | -88.5% | -3.5% |
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