-73.8%
JBLU vs VTR
+99.2%
-173.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | -5.0% | -0.3% | -4.7% | -4.8% |
| 30D | -23.9% | +1.1% | -25.0% | -24.3% |
| 3M | -11.6% | +7.9% | -19.5% | -16.2% |
| 6M | -0.2% | +6.2% | -6.4% | -4.6% |
| YTD | -3.3% | +17.7% | -21.0% | -12.6% |
| 1Y | -15.4% | +32.9% | -48.3% | -28.7% |
| 3Y | -14.7% | +129.7% | -144.4% | -47.6% |
| 5Y | -70.0% | +89.3% | -159.3% | -79.8% |
| All | -73.8% | +99.2% | -173.0% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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