+400.7%
JBL vs VT
+66.2%
+334.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +3.0% | +0.4% | +2.6% | +2.4% |
| 30D | -8.3% | +1.0% | -9.2% | -9.5% |
| 3M | -16.9% | +2.4% | -19.3% | -19.2% |
| 6M | +21.8% | +12.0% | +9.8% | +4.8% |
| YTD | +36.3% | +15.3% | +21.0% | +12.8% |
| 1Y | +49.5% | +22.6% | +26.9% | +14.2% |
| 3Y | +170.6% | +74.7% | +96.0% | +30.1% |
| All | +400.7% | +66.2% | +334.5% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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