+222.7%
VT vs JBLU
-80.2%
+303.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | +0.1% |
| 7D | +2.9% | +9.2% | -6.3% | +1.5% |
| 30D | -2.5% | +13.7% | -16.2% | -5.0% |
| 3M | -3.3% | -34.1% | +30.8% | +1.8% |
| 6M | +1.5% | -19.5% | +21.0% | +3.0% |
| YTD | +11.4% | -16.3% | +27.6% | +10.6% |
| 1Y | +11.9% | -13.4% | +25.3% | +10.5% |
| 3Y | +73.9% | -1.6% | +75.4% | +51.4% |
| 5Y | +57.9% | -74.9% | +132.8% | +72.7% |
| All | +222.7% | -80.2% | +303.0% | +241.4% |
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