+25.1%
JBLU vs VT
+374.2%
-349.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | -3.5% | +0.4% | -4.0% | -4.0% |
| 30D | -27.2% | +1.0% | -28.2% | -28.0% |
| 3M | -4.3% | +2.4% | -6.7% | -6.7% |
| 6M | -8.3% | +12.0% | -20.3% | -18.9% |
| YTD | +1.8% | +15.3% | -13.6% | -13.1% |
| 1Y | -9.0% | +22.6% | -31.6% | -27.8% |
| 3Y | -21.9% | +74.7% | -96.6% | -57.9% |
| 5Y | -69.0% | +66.1% | -135.2% | -81.6% |
| 10Y | -70.8% | +225.0% | -295.8% | -91.5% |
| All | +25.1% | +374.2% | -349.1% | -67.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling