+777.0%
VST vs JBLU
-70.1%
+847.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | 0.0% |
| 7D | +5.3% | -5.6% | +10.9% | +6.2% |
| 30D | +5.8% | -22.3% | +28.1% | +9.6% |
| 3M | +3.5% | -11.0% | +14.5% | +4.4% |
| 6M | -7.4% | -3.1% | -4.3% | -8.5% |
| YTD | -6.1% | -3.7% | -2.3% | -8.0% |
| 1Y | -21.6% | -14.8% | -6.8% | -22.1% |
| 3Y | +357.2% | -15.4% | +372.6% | +317.6% |
| 5Y | +777.0% | -71.4% | +848.4% | +817.2% |
| All | +777.0% | -70.1% | +847.2% | +817.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling