+37.3%
JPIB price history and return analytics
+200.1%
-162.8%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | -1.1% | -1.1% | 0.0% | -1.0% |
| 30D | -1.5% | -1.0% | -0.5% | -1.4% |
| 3M | -1.3% | +3.2% | -4.4% | -1.6% |
| 6M | -0.4% | +12.5% | -12.9% | -1.6% |
| YTD | -0.4% | +14.1% | -14.4% | -1.7% |
| 1Y | +0.6% | +18.9% | -18.3% | -1.2% |
| 3Y | +17.8% | +74.1% | -56.3% | +11.4% |
| 5Y | +12.6% | +66.9% | -54.3% | +6.5% |
| All | +37.3% | +200.1% | -162.8% | +23.0% |
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