-1.5%
VCIT vs JBLU
-12.2%
+10.7%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.2% | +4.5% | -0.6% |
| 7D | -1.4% | +9.2% | -10.6% | -1.6% |
| 30D | +0.8% | +13.7% | -12.9% | +0.4% |
| 3M | -1.7% | -34.1% | +32.3% | -0.5% |
| 6M | -2.1% | -19.5% | +17.4% | -1.5% |
| YTD | -2.0% | -16.3% | +14.2% | -1.9% |
| 1Y | -1.5% | -13.4% | +11.9% | -1.7% |
| All | -1.5% | -12.2% | +10.7% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling