+89.6%
VRT vs JBLU
-14.6%
+104.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | -8.4% | -5.0% | -3.4% | -7.6% |
| 30D | -10.9% | -23.9% | +13.0% | -7.1% |
| 3M | -13.7% | -11.6% | -2.0% | -12.2% |
| 6M | -4.1% | -0.2% | -3.9% | -5.0% |
| YTD | +58.7% | -3.3% | +62.0% | +54.0% |
| 1Y | +89.6% | -15.4% | +105.0% | +75.8% |
| All | +89.6% | -14.6% | +104.2% | +75.8% |
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