+219.8%
VT vs JBL
+1,188.5%
-968.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.6% | -3.0% | +0.9% |
| 7D | +0.4% | -5.2% | +5.5% | +1.8% |
| 30D | -2.6% | -17.5% | +14.9% | +2.8% |
| 3M | -3.2% | -26.0% | +22.7% | +4.7% |
| 6M | +0.9% | -28.9% | +29.8% | +9.7% |
| YTD | +11.3% | +10.8% | +0.5% | +4.1% |
| 1Y | +14.0% | +18.3% | -4.3% | +4.1% |
| 3Y | +75.8% | +102.2% | -26.4% | +28.1% |
| 5Y | +57.8% | +303.2% | -245.4% | -13.7% |
| 10Y | +219.8% | +1,152.0% | -932.2% | +19.5% |
| All | +219.8% | +1,188.5% | -968.7% | +19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling