-49.4%
VG vs JBLU
-49.4%
0.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.8% |
| 7D | -7.7% | +25.8% | -33.5% | -6.4% |
| 30D | -8.8% | +4.2% | -13.0% | -7.9% |
| 3M | -15.6% | -29.1% | +13.5% | -15.7% |
| 6M | +5.2% | -21.7% | +26.9% | +4.6% |
| YTD | +76.9% | -12.1% | +89.0% | +67.2% |
| 1Y | +42.5% | -9.3% | +51.8% | +33.1% |
| All | -49.4% | -49.4% | 0.0% | -50.2% |
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