+19.2%
VCIT vs JBLU
-15.8%
+35.1%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | -0.1% |
| 7D | +0.1% | +1.1% | -1.0% | +0.1% |
| 30D | -0.8% | -25.5% | +24.8% | -0.4% |
| 3M | -0.5% | -5.0% | +4.5% | -0.5% |
| 6M | -1.4% | +0.7% | -2.1% | -1.5% |
| YTD | -0.8% | -0.7% | -0.1% | -0.9% |
| 1Y | +0.3% | -12.7% | +13.0% | +0.3% |
| 3Y | +19.2% | -12.7% | +32.0% | +17.4% |
| All | +19.2% | -15.8% | +35.1% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling