-44.6%
VG vs JBLU
-52.4%
+7.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -1.0% |
| 7D | +14.0% | +2.5% | +11.5% | +14.1% |
| 30D | -1.0% | +24.9% | -25.9% | +0.6% |
| 3M | -2.7% | -35.2% | +32.5% | -3.2% |
| 6M | +1.5% | -20.0% | +21.5% | -0.2% |
| YTD | +93.7% | -17.4% | +111.1% | +82.5% |
| 1Y | +68.5% | -13.0% | +81.5% | +55.9% |
| All | -44.6% | -52.4% | +7.8% | -45.6% |
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