-35.7%
VG vs JBLU
-44.6%
+8.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.1% | +6.9% | +3.7% |
| 7D | +3.8% | -5.6% | +9.4% | +3.6% |
| 30D | +7.2% | -22.3% | +29.6% | +6.5% |
| 3M | +22.8% | -11.0% | +33.8% | +21.3% |
| 6M | +33.2% | -3.1% | +36.3% | +27.5% |
| YTD | +124.8% | -3.7% | +128.5% | +111.4% |
| 1Y | +15.8% | -14.8% | +30.6% | +11.7% |
| All | -35.7% | -44.6% | +8.9% | -37.0% |
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 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