+98.0%
VCIT vs JBLU
-12.6%
+110.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -0.3% | -3.5% | +3.2% | -0.3% |
| 30D | -0.8% | -27.2% | +26.4% | -0.4% |
| 3M | -1.0% | -4.3% | +3.3% | -1.0% |
| 6M | -1.8% | -8.3% | +6.5% | -1.9% |
| YTD | -0.7% | +1.8% | -2.5% | -0.9% |
| 1Y | +1.0% | -9.0% | +10.0% | +0.9% |
| 3Y | +18.8% | -21.9% | +40.8% | +18.2% |
| 5Y | +3.5% | -69.0% | +72.5% | +3.5% |
| 10Y | +29.2% | -70.8% | +100.0% | +28.2% |
| All | +98.0% | -12.6% | +110.6% | +98.8% |
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