+32.8%
JULP price history and return analytics
+52.4%
-19.6%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.1% |
| 7D | -0.2% | -0.1% | 0.0% | -0.1% |
| 30D | -0.4% | -0.7% | +0.3% | 0.0% |
| 3M | +2.6% | +4.0% | -1.4% | +0.4% |
| 6M | +7.5% | +12.3% | -4.8% | +0.3% |
| YTD | +7.8% | +14.0% | -6.2% | -0.3% |
| 1Y | +11.5% | +20.3% | -8.8% | -0.3% |
| All | +32.8% | +52.4% | -19.6% | +4.0% |
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 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