-71.0%
JBLU vs VO
+814.4%
-885.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.0% |
| 7D | -5.6% | -0.6% | -5.0% | -4.9% |
| 30D | -22.3% | -1.9% | -20.4% | -20.2% |
| 3M | -11.0% | +3.3% | -14.2% | -14.0% |
| 6M | -3.1% | +9.7% | -12.8% | -12.6% |
| YTD | -3.7% | +12.6% | -16.3% | -15.6% |
| 1Y | -14.8% | +13.6% | -28.4% | -25.8% |
| 3Y | -15.4% | +56.8% | -72.3% | -48.6% |
| 5Y | -71.4% | +42.3% | -113.6% | -79.6% |
| 10Y | -73.0% | +199.2% | -272.2% | -92.0% |
| All | -71.0% | +814.4% | -885.4% | -97.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling