+48.6%
JBL vs VIG
+13.0%
+35.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.7% | +4.3% | +3.6% |
| 7D | +2.4% | -1.1% | +3.5% | +4.7% |
| 30D | -13.1% | -2.7% | -10.4% | -8.1% |
| 3M | -15.6% | +2.5% | -18.1% | -20.3% |
| 6M | +24.6% | +9.2% | +15.3% | +2.9% |
| YTD | +39.6% | +9.8% | +29.8% | +14.4% |
| 1Y | +48.6% | +12.4% | +36.2% | +16.0% |
| All | +48.6% | +13.0% | +35.6% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling