+13.5%
VT vs JBL
+26.9%
-13.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.3% |
| 7D | -1.6% | -4.1% | +2.5% | -0.9% |
| 30D | -2.5% | -10.7% | +8.3% | -0.5% |
| 3M | -1.3% | -14.6% | +13.3% | +1.0% |
| 6M | +3.1% | -20.6% | +23.7% | +6.3% |
| YTD | +10.9% | +19.2% | -8.3% | +4.8% |
| All | +13.5% | +26.9% | -13.4% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling