+219.2%
VT vs JBLU
-78.7%
+297.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | -0.1% | +25.8% | -25.9% | -3.5% |
| 30D | -3.1% | +4.2% | -7.2% | -4.4% |
| 3M | -3.5% | -29.1% | +25.6% | +0.6% |
| 6M | +0.5% | -21.7% | +22.2% | +2.3% |
| YTD | +10.8% | -12.1% | +22.9% | +9.3% |
| 1Y | +11.9% | -9.3% | +21.2% | +9.7% |
| 3Y | +73.0% | +3.4% | +69.6% | +49.6% |
| 5Y | +58.6% | -74.2% | +132.8% | +73.1% |
| 10Y | +219.2% | -79.2% | +298.4% | +234.2% |
| All | +219.2% | -78.7% | +297.9% | +234.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling