+98.0%
VCIT vs JBL
+2,561.4%
-2,463.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | 0.0% |
| 7D | -0.3% | +3.0% | -3.4% | -0.4% |
| 30D | -0.8% | -8.3% | +7.5% | -0.7% |
| 3M | -1.0% | -16.9% | +15.9% | -0.8% |
| 6M | -1.8% | +21.8% | -23.6% | -2.1% |
| YTD | -0.7% | +36.3% | -37.0% | -1.1% |
| 1Y | +1.0% | +49.5% | -48.5% | +0.4% |
| 3Y | +18.8% | +170.6% | -151.8% | +17.2% |
| 5Y | +3.5% | +408.4% | -404.9% | +1.3% |
| 10Y | +29.2% | +1,450.4% | -1,421.2% | +26.6% |
| All | +98.0% | +2,561.4% | -2,463.4% | +98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling