+73.4%
VT vs JBL
+100.1%
-26.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.2% |
| 7D | +2.4% | +6.3% | -4.0% | +1.1% |
| 30D | -1.5% | -13.5% | +12.0% | +1.2% |
| 3M | -4.1% | -31.3% | +27.2% | +2.7% |
| 6M | +0.6% | -28.4% | +29.0% | +6.2% |
| YTD | +11.0% | +11.6% | -0.6% | +6.4% |
| 1Y | +13.3% | +26.1% | -12.8% | +5.8% |
| 3Y | +73.4% | +97.4% | -24.0% | +43.1% |
| All | +73.4% | +100.1% | -26.7% | +43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling