+222.3%
VT vs JBLU
-73.0%
+295.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.1% |
| 7D | +1.0% | +1.1% | -0.1% | +0.8% |
| 30D | -0.2% | -25.5% | +25.3% | +4.0% |
| 3M | +4.5% | -5.0% | +9.6% | +4.6% |
| 6M | +14.1% | +0.7% | +13.4% | +12.1% |
| YTD | +14.8% | -0.7% | +15.4% | +12.1% |
| 1Y | +21.2% | -12.7% | +33.9% | +20.2% |
| 3Y | +76.6% | -12.7% | +89.3% | +59.3% |
| 5Y | +66.6% | -69.3% | +135.9% | +77.7% |
| 10Y | +222.3% | -73.0% | +295.3% | +218.8% |
| All | +222.3% | -73.0% | +295.2% | +218.8% |
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