+23.7%
JBL vs VNQ
+14.0%
+9.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.2% | -8.0% | -5.3% |
| 7D | -11.1% | +6.8% | -17.9% | -12.3% |
| 30D | -14.1% | +10.0% | -24.0% | -16.1% |
| 3M | -23.9% | 0.0% | -23.9% | -23.9% |
| 6M | -24.1% | +4.5% | -28.6% | -26.8% |
| YTD | +13.5% | +13.9% | -0.5% | +1.8% |
| 1Y | +23.7% | +14.1% | +9.7% | +10.9% |
| All | +23.7% | +14.0% | +9.7% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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