+14.1%
JBL vs VLTO
+20.4%
-6.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.1% | +1.6% | -9.7% | -7.8% |
| 30D | -18.4% | +22.0% | -40.4% | -15.9% |
| 3M | -25.8% | +21.9% | -47.7% | -23.4% |
| 6M | -29.6% | +36.5% | -66.1% | -27.8% |
| YTD | +9.6% | +19.0% | -9.3% | +17.5% |
| 1Y | +14.1% | +21.0% | -6.9% | +21.7% |
| All | +14.1% | +20.4% | -6.3% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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