+96.1%
VCIT vs JBLU
-30.8%
+126.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.2% | -5.3% | -0.2% |
| 7D | +0.1% | +28.8% | -28.7% | -0.2% |
| 30D | +1.9% | -7.6% | +9.5% | +2.0% |
| 3M | -1.4% | -40.7% | +39.3% | -0.9% |
| 6M | -2.1% | -27.2% | +25.0% | -1.9% |
| YTD | -1.6% | -19.3% | +17.7% | -1.6% |
| 1Y | -0.9% | -13.6% | +12.7% | -1.0% |
| 3Y | +20.0% | -14.7% | +34.6% | +19.1% |
| 5Y | +3.1% | -77.2% | +80.4% | +3.4% |
| 10Y | +28.7% | -78.4% | +107.2% | +27.9% |
| All | +96.1% | -30.8% | +126.8% | +97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling