+29.3%
VCIT vs JBL
+1,439.8%
-1,410.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +0.1% | +4.4% | -4.3% | -0.1% |
| 30D | -0.8% | -8.4% | +7.7% | -0.5% |
| 3M | -0.5% | -14.2% | +13.6% | -0.1% |
| 6M | -1.4% | +29.6% | -31.0% | -2.4% |
| YTD | -0.8% | +37.1% | -37.9% | -2.0% |
| 1Y | +0.3% | +49.5% | -49.2% | -1.3% |
| 3Y | +19.2% | +192.7% | -173.5% | +13.8% |
| 5Y | +3.6% | +411.3% | -407.8% | -3.7% |
| 10Y | +29.3% | +1,447.6% | -1,418.3% | +15.2% |
| All | +29.3% | +1,439.8% | -1,410.5% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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