-18.6%
JBLU vs VIVK
-100.0%
+81.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -23.3% | +21.4% | -1.8% |
| 7D | +14.4% | -75.3% | +89.8% | +16.0% |
| 30D | -13.4% | -92.3% | +78.9% | -11.3% |
| 3M | -45.1% | -98.3% | +53.2% | -43.5% |
| 6M | -27.9% | -99.9% | +72.0% | -23.4% |
| YTD | -23.3% | -99.9% | +76.6% | -20.4% |
| 1Y | -18.6% | -100.0% | +81.3% | -8.8% |
| All | -18.6% | -100.0% | +81.3% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 1y: compounded portfolio wealth divided by compounded VIVK 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…
1y analysis · Full analysis span regression · 6 months rolling