+27.1%
PJIO price history and return analytics
+65.6%
-38.5%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.3% |
| 7D | +2.8% | +1.0% | +1.8% | +1.5% |
| 30D | -0.5% | -0.2% | -0.2% | -0.1% |
| 3M | -1.1% | +4.5% | -5.7% | -6.1% |
| 6M | +8.8% | +14.1% | -5.3% | -6.2% |
| YTD | +3.6% | +14.8% | -11.1% | -11.0% |
| 1Y | +0.8% | +21.2% | -20.4% | -18.3% |
| All | +27.1% | +65.6% | -38.5% | -27.9% |
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