+2,486.9%
VRT vs JBLU
-74.8%
+2,561.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | -8.4% | -5.0% | -3.4% | -7.1% |
| 30D | -10.9% | -23.9% | +13.0% | -4.3% |
| 3M | -13.7% | -11.6% | -2.0% | -11.8% |
| 6M | -4.1% | -0.2% | -3.9% | -6.6% |
| YTD | +58.7% | -3.3% | +62.0% | +53.3% |
| 1Y | +89.6% | -15.4% | +105.0% | +88.5% |
| 3Y | +558.1% | -14.7% | +572.9% | +447.2% |
| 5Y | +953.0% | -70.0% | +1,023.0% | +1,129.8% |
| All | +2,486.9% | -74.8% | +2,561.7% | +2,620.9% |
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