-21.3%
VST vs JBLU
-12.7%
-8.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.8% |
| 7D | +9.9% | +1.1% | +8.8% | +9.8% |
| 30D | +7.9% | -25.5% | +33.5% | +10.7% |
| 3M | +3.4% | -5.0% | +8.5% | +2.9% |
| 6M | -4.1% | +0.7% | -4.8% | -5.3% |
| YTD | -5.7% | -0.7% | -5.0% | -8.2% |
| All | -21.3% | -12.7% | -8.6% | -26.9% |
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 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