+123.4%
VRT vs JBLU
-14.6%
+138.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +3.9% | +4.3% |
| 7D | +9.1% | -3.5% | +12.7% | +9.7% |
| 30D | +0.9% | -27.2% | +28.1% | +5.6% |
| 3M | -13.4% | -4.3% | -9.0% | -13.0% |
| 6M | +11.7% | -8.3% | +20.0% | +10.6% |
| YTD | +73.2% | +1.8% | +71.5% | +67.6% |
| 1Y | +123.4% | -9.0% | +132.5% | +103.8% |
| All | +123.4% | -14.6% | +138.0% | +103.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling