+161.1%
VEA vs JBLU
-72.4%
+233.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | -1.5% | -5.0% | +3.5% | -0.7% |
| 30D | -0.8% | -23.9% | +23.0% | +3.0% |
| 3M | +2.5% | -11.6% | +14.1% | +3.6% |
| 6M | +11.1% | -0.2% | +11.4% | +9.5% |
| YTD | +17.2% | -3.3% | +20.5% | +15.1% |
| 1Y | +24.5% | -15.4% | +39.9% | +24.2% |
| 3Y | +75.4% | -14.7% | +90.2% | +59.4% |
| 5Y | +61.1% | -70.0% | +131.1% | +72.3% |
| All | +161.1% | -72.4% | +233.5% | +161.2% |
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