+388.3%
JBL vs VIG
+61.5%
+326.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.1% |
| 7D | -1.0% | -2.2% | +1.2% | +2.3% |
| 30D | -15.1% | -3.2% | -11.9% | -11.0% |
| 3M | -14.0% | +3.0% | -17.1% | -17.8% |
| 6M | +20.6% | +8.1% | +12.5% | +8.2% |
| YTD | +32.9% | +9.1% | +23.8% | +18.0% |
| 1Y | +40.5% | +12.6% | +28.0% | +19.7% |
| 3Y | +183.7% | +55.4% | +128.4% | +57.1% |
| 5Y | +388.3% | +62.8% | +325.6% | +161.5% |
| All | +388.3% | +61.5% | +326.9% | +161.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling