+251.2%
JPUS price history and return analytics
+256.2%
-5.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +2.3% | +2.4% | -0.1% | +0.2% |
| 30D | +3.3% | -1.5% | +4.8% | +4.5% |
| 3M | -0.7% | -4.1% | +3.4% | +2.7% |
| 6M | +6.9% | +0.6% | +6.3% | +5.8% |
| YTD | +17.4% | +11.0% | +6.4% | +6.3% |
| 1Y | +19.4% | +13.3% | +6.1% | +6.2% |
| 3Y | +63.0% | +73.4% | -10.4% | -1.4% |
| 5Y | +54.3% | +57.4% | -3.1% | +1.3% |
| 10Y | +207.5% | +221.7% | -14.2% | +15.7% |
| All | +251.2% | +256.2% | -5.0% | +25.7% |
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