+51.8%
VG vs JBLU
-12.5%
+64.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +11.9% | -19.6% | -3.6% |
| 7D | -16.4% | +24.9% | -41.3% | -8.7% |
| 30D | -10.8% | -12.3% | +1.5% | -14.7% |
| 3M | -6.3% | -44.5% | +38.2% | -24.2% |
| 6M | -12.5% | -25.7% | +13.2% | -18.6% |
| YTD | +76.9% | -21.8% | +98.7% | +66.0% |
| 1Y | +51.8% | -12.7% | +64.5% | +28.7% |
| All | +51.8% | -12.5% | +64.3% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling