-73.8%
JBLU vs VEU
+155.0%
-228.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -1.3% |
| 7D | -5.0% | -1.4% | -3.5% | -3.0% |
| 30D | -23.9% | -0.4% | -23.5% | -23.4% |
| 3M | -11.6% | +2.5% | -14.2% | -14.8% |
| 6M | -0.2% | +11.1% | -11.4% | -13.5% |
| YTD | -3.3% | +16.5% | -19.8% | -21.7% |
| 1Y | -15.4% | +22.9% | -38.3% | -36.6% |
| 3Y | -14.7% | +73.4% | -88.1% | -59.1% |
| 5Y | -70.0% | +56.1% | -126.1% | -83.0% |
| All | -73.8% | +155.0% | -228.8% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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