+2,397.0%
VRT vs JBL
+1,028.9%
+1,368.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.8% | -2.9% | -3.8% |
| 7D | -7.7% | -1.0% | -6.7% | -6.9% |
| 30D | -12.0% | -15.1% | +3.1% | -1.8% |
| 3M | -11.7% | -14.0% | +2.4% | -1.8% |
| 6M | -8.1% | +20.6% | -28.7% | -18.0% |
| YTD | +53.2% | +32.9% | +20.3% | +28.6% |
| 1Y | +81.7% | +40.5% | +41.1% | +46.7% |
| 3Y | +535.3% | +183.7% | +351.5% | +237.5% |
| 5Y | +916.4% | +388.3% | +528.0% | +301.1% |
| All | +2,397.0% | +1,028.9% | +1,368.1% | +537.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded JBL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling