+1,447.0%
JBL vs VO
+197.9%
+1,249.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.8% | -1.6% |
| 7D | -1.0% | -2.5% | +1.5% | +2.3% |
| 30D | -15.1% | -3.2% | -11.8% | -11.2% |
| 3M | -14.0% | +3.9% | -18.0% | -17.9% |
| 6M | +20.6% | +9.6% | +11.0% | +8.5% |
| YTD | +32.9% | +11.6% | +21.3% | +17.0% |
| 1Y | +40.5% | +12.6% | +27.9% | +22.7% |
| 3Y | +183.7% | +55.4% | +128.4% | +67.3% |
| 5Y | +388.3% | +41.8% | +346.5% | +224.4% |
| All | +1,447.0% | +197.9% | +1,249.1% | +352.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling