+36.7%
JPIB price history and return analytics
+192.9%
-156.3%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.6% | +2.9% | -3.5% | -0.9% |
| 30D | 0.0% | -2.5% | +2.5% | +0.3% |
| 3M | -1.9% | -3.3% | +1.5% | -1.6% |
| 6M | -0.9% | +1.5% | -2.4% | -1.1% |
| YTD | -0.8% | +11.4% | -12.1% | -1.9% |
| 1Y | -0.4% | +11.9% | -12.3% | -1.6% |
| 3Y | +17.1% | +73.9% | -56.8% | +10.8% |
| 5Y | +13.1% | +57.9% | -44.8% | +7.6% |
| All | +36.7% | +192.9% | -156.3% | +22.8% |
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