+2,235.4%
VGT vs JBLU
-71.1%
+2,306.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | -1.0% | -4.8% | +3.7% | -0.2% |
| 30D | -0.4% | -24.4% | +24.0% | +4.5% |
| 3M | +6.6% | -4.8% | +11.4% | +6.7% |
| 6M | +31.0% | -0.5% | +31.5% | +28.6% |
| YTD | +27.2% | -3.5% | +30.8% | +24.4% |
| 1Y | +34.5% | -13.6% | +48.0% | +33.4% |
| 3Y | +123.1% | -15.3% | +138.4% | +100.7% |
| 5Y | +135.1% | -70.1% | +205.2% | +153.4% |
| 10Y | +803.4% | -72.9% | +876.3% | +801.9% |
| All | +2,235.4% | -71.1% | +2,306.4% | +1,624.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling