+1,205.2%
VST vs JBL
+1,188.5%
+16.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.6% | +1.7% | +4.9% |
| 7D | -0.5% | -5.2% | +4.7% | +2.1% |
| 30D | -17.1% | -17.5% | +0.5% | -9.7% |
| 3M | -4.6% | -26.0% | +21.4% | +7.9% |
| 6M | -9.1% | -28.9% | +19.8% | +3.7% |
| YTD | -16.6% | +10.8% | -27.5% | -21.8% |
| 1Y | -29.5% | +18.3% | -47.8% | -35.9% |
| 3Y | +297.5% | +102.2% | +195.3% | +194.0% |
| 5Y | +654.5% | +303.2% | +351.3% | +321.9% |
| 10Y | +1,205.2% | +1,152.0% | +53.2% | +378.7% |
| All | +1,205.2% | +1,188.5% | +16.8% | +378.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling