+273.0%
JPC price history and return analytics
+374.2%
-101.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.7% | +0.4% | -1.1% | -1.0% |
| 30D | -4.5% | +1.0% | -5.5% | -5.2% |
| 3M | -4.1% | +2.4% | -6.5% | -6.0% |
| 6M | -6.0% | +12.0% | -18.0% | -13.9% |
| YTD | -3.7% | +15.3% | -19.0% | -13.9% |
| 1Y | -0.8% | +22.6% | -23.3% | -15.4% |
| 3Y | +49.6% | +74.7% | -25.0% | -3.9% |
| 5Y | +13.6% | +66.1% | -52.5% | -25.3% |
| 10Y | +58.7% | +225.0% | -166.3% | -40.0% |
| All | +273.0% | +374.2% | -101.2% | -4.7% |
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