+297.5%
VST vs JBLU
-7.5%
+305.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +7.4% | 0.0% | +6.4% |
| 7D | -0.5% | +24.3% | -24.8% | -3.4% |
| 30D | -17.1% | +2.6% | -19.7% | -17.9% |
| 3M | -4.6% | -35.1% | +30.5% | +0.1% |
| 6M | -9.1% | -22.9% | +13.8% | -7.4% |
| YTD | -16.6% | -13.4% | -3.2% | -17.7% |
| 1Y | -29.5% | -10.9% | -18.6% | -30.7% |
| 3Y | +297.5% | -1.0% | +298.5% | +267.4% |
| All | +297.5% | -7.5% | +305.0% | +267.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling