+1,525.1%
JBL vs VEU
+155.0%
+1,370.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.0% | +4.0% | +3.6% |
| 7D | +2.4% | -1.4% | +3.8% | +4.5% |
| 30D | -13.1% | -0.4% | -12.7% | -12.4% |
| 3M | -15.6% | +2.5% | -18.1% | -18.0% |
| 6M | +24.6% | +11.1% | +13.4% | +9.5% |
| YTD | +39.6% | +16.5% | +23.1% | +15.3% |
| 1Y | +48.6% | +22.9% | +25.7% | +14.7% |
| 3Y | +197.3% | +73.4% | +123.8% | +45.1% |
| 5Y | +413.0% | +56.1% | +356.9% | +192.4% |
| All | +1,525.1% | +155.0% | +1,370.1% | +444.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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