+66.6%
VT vs JBLU
-68.8%
+135.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.1% |
| 7D | +0.4% | -3.5% | +4.0% | +0.9% |
| 30D | +1.0% | -27.2% | +28.2% | +4.9% |
| 3M | +2.4% | -4.3% | +6.7% | +2.3% |
| 6M | +12.0% | -8.3% | +20.3% | +11.6% |
| YTD | +15.3% | +1.8% | +13.6% | +12.7% |
| 1Y | +22.6% | -9.0% | +31.6% | +21.1% |
| 3Y | +74.7% | -21.9% | +96.6% | +62.3% |
| All | +66.6% | -68.8% | +135.4% | +82.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling