+37.2%
JPIB price history and return analytics
+191.4%
-154.2%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +0.6% | -0.1% | +0.8% | +0.6% |
| 30D | +0.4% | -3.1% | +3.5% | +0.7% |
| 3M | -1.5% | -3.5% | +2.0% | -1.2% |
| 6M | -0.9% | +0.5% | -1.4% | -1.0% |
| YTD | -0.4% | +10.8% | -11.2% | -1.5% |
| 1Y | 0.0% | +11.9% | -11.9% | -1.2% |
| 3Y | +17.5% | +73.0% | -55.4% | +11.3% |
| 5Y | +13.7% | +58.6% | -44.9% | +8.1% |
| All | +37.2% | +191.4% | -154.2% | +23.3% |
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