+413.7%
JBL vs VTEB
+1.2%
+412.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.4% | +4.7% | +4.8% |
| 7D | +2.4% | -0.9% | +3.3% | +3.0% |
| 30D | -13.1% | -2.5% | -10.6% | -11.7% |
| 3M | -15.6% | -3.0% | -12.6% | -14.0% |
| 6M | +24.6% | -2.1% | +26.7% | +26.4% |
| YTD | +39.6% | -1.5% | +41.1% | +41.3% |
| 1Y | +48.6% | +0.2% | +48.4% | +49.6% |
| 3Y | +197.3% | +8.6% | +188.7% | +180.8% |
| All | +413.7% | +1.2% | +412.5% | +355.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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