+12.8%
VG vs JBLU
-14.6%
+27.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.3% |
| 7D | +1.7% | -3.5% | +5.2% | +0.7% |
| 30D | +16.0% | -27.2% | +43.2% | +5.9% |
| 3M | +9.7% | -4.3% | +14.1% | +10.0% |
| 6M | +29.6% | -8.3% | +37.9% | +33.5% |
| YTD | +112.0% | +1.8% | +110.3% | +108.9% |
| 1Y | +12.8% | -9.0% | +21.8% | +13.0% |
| All | +12.8% | -14.6% | +27.4% | +13.0% |
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