-75.2%
JBLU vs VT
+57.4%
-132.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.6% | +4.8% | +2.6% |
| 7D | +24.3% | +0.4% | +23.9% | +23.6% |
| 30D | +2.6% | -2.6% | +5.2% | +8.5% |
| 3M | -35.1% | -3.2% | -31.9% | -30.3% |
| 6M | -22.9% | +0.9% | -23.8% | -22.8% |
| YTD | -13.4% | +11.3% | -24.7% | -26.3% |
| 1Y | -10.9% | +14.0% | -24.9% | -27.3% |
| 3Y | -1.0% | +75.8% | -76.8% | -59.7% |
| 5Y | -75.2% | +57.8% | -133.1% | -87.7% |
| All | -75.2% | +57.4% | -132.6% | -87.7% |
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