+142.8%
PJP price history and return analytics
+221.8%
-78.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +3.4% | +2.4% | +1.0% | +1.6% |
| 30D | +6.2% | -1.5% | +7.7% | +7.3% |
| 3M | +5.4% | -4.1% | +9.5% | +8.6% |
| 6M | +21.5% | +0.6% | +20.9% | +20.3% |
| YTD | +26.3% | +11.0% | +15.3% | +16.0% |
| 1Y | +30.3% | +13.3% | +17.0% | +17.8% |
| 3Y | +96.5% | +73.4% | +23.1% | +26.9% |
| 5Y | +69.8% | +57.4% | +12.4% | +17.5% |
| All | +142.8% | +221.8% | -78.9% | -7.7% |
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 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