+197.3%
JBL vs VNQ
+30.7%
+166.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.7% | +4.3% | +4.7% |
| 7D | +2.4% | -1.3% | +3.7% | +3.1% |
| 30D | -13.1% | -2.6% | -10.5% | -12.0% |
| 3M | -15.6% | -2.0% | -13.6% | -15.3% |
| 6M | +24.6% | +4.3% | +20.2% | +20.3% |
| YTD | +39.6% | +9.2% | +30.4% | +31.2% |
| 1Y | +48.6% | +5.6% | +43.0% | +42.3% |
| 3Y | +197.3% | +30.8% | +166.4% | +160.3% |
| All | +197.3% | +30.7% | +166.6% | +160.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling