+260.2%
JPC price history and return analytics
+345.0%
-84.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.2% | +1.2% |
| 7D | +0.7% | -4.2% | +4.9% | +3.9% |
| 30D | +4.1% | -5.8% | +9.9% | +8.8% |
| 3M | -7.8% | -5.2% | -2.5% | -4.1% |
| 6M | -8.5% | +0.1% | -8.6% | -9.0% |
| YTD | -7.0% | +8.2% | -15.2% | -12.9% |
| 1Y | -5.7% | +10.1% | -15.8% | -12.9% |
| 3Y | +45.1% | +69.7% | -24.6% | -4.9% |
| 5Y | +10.5% | +53.4% | -42.8% | -22.8% |
| 10Y | +67.3% | +219.2% | -151.9% | -36.1% |
| All | +260.2% | +345.0% | -84.8% | -3.6% |
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