+361.1%
VST vs JBLU
-16.3%
+377.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.5% |
| 7D | +8.9% | -3.5% | +12.4% | +9.4% |
| 30D | +6.2% | -27.2% | +33.4% | +10.4% |
| 3M | -2.7% | -4.3% | +1.6% | -2.9% |
| 6M | -8.4% | -8.3% | 0.0% | -8.8% |
| YTD | -7.2% | +1.8% | -9.0% | -9.5% |
| 1Y | -20.9% | -9.0% | -11.9% | -22.0% |
| All | +361.1% | -16.3% | +377.4% | +314.5% |
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