+409.8%
JBL vs VO
+42.2%
+367.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.7% |
| 7D | +4.0% | -0.6% | +4.6% | +4.8% |
| 30D | -7.5% | -1.9% | -5.6% | -5.0% |
| 3M | -14.1% | +3.3% | -17.3% | -17.1% |
| 6M | +25.9% | +9.7% | +16.2% | +13.3% |
| YTD | +36.7% | +12.6% | +24.0% | +19.3% |
| 1Y | +49.0% | +13.6% | +35.3% | +29.0% |
| 3Y | +191.8% | +56.8% | +135.0% | +75.5% |
| 5Y | +409.8% | +42.3% | +367.5% | +247.9% |
| All | +409.8% | +42.2% | +367.5% | +247.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling