+51.8%
VG vs JBL
+20.8%
+31.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -4.8% | -2.9% | -8.2% |
| 7D | -16.4% | -11.1% | -5.2% | -17.6% |
| 30D | -10.8% | -14.1% | +3.3% | -12.6% |
| 3M | -6.3% | -23.9% | +17.6% | -10.2% |
| 6M | -12.5% | -24.1% | +11.6% | -15.0% |
| YTD | +76.9% | +13.5% | +63.4% | +57.7% |
| 1Y | +51.8% | +23.7% | +28.1% | +23.2% |
| All | +51.8% | +20.8% | +31.0% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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