+29.8%
VCIT vs JBLU
-73.6%
+103.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.1% |
| 7D | -0.2% | -5.6% | +5.4% | -0.1% |
| 30D | -0.5% | -22.3% | +21.8% | -0.1% |
| 3M | -0.9% | -11.0% | +10.0% | -0.8% |
| 6M | -1.9% | -3.1% | +1.2% | -2.1% |
| YTD | -1.0% | -3.7% | +2.8% | -1.2% |
| 1Y | +0.2% | -14.8% | +15.0% | +0.2% |
| 3Y | +19.0% | -15.4% | +34.4% | +17.5% |
| 5Y | +3.1% | -71.4% | +74.4% | +3.6% |
| 10Y | +29.8% | -73.0% | +102.8% | +28.2% |
| All | +29.8% | -73.6% | +103.4% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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