+133.3%
PJFG price history and return analytics
+91.1%
+42.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.2% |
| 7D | -0.7% | -1.1% | +0.5% | +0.7% |
| 30D | -1.8% | -1.0% | -0.8% | -0.5% |
| 3M | +2.7% | +3.2% | -0.4% | -1.2% |
| 6M | +12.5% | +12.5% | 0.0% | -3.1% |
| YTD | +5.3% | +14.1% | -8.7% | -11.0% |
| 1Y | +8.1% | +18.9% | -10.8% | -13.4% |
| 3Y | +76.9% | +74.1% | +2.8% | -11.5% |
| All | +133.3% | +91.1% | +42.1% | +4.1% |
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