+87.1%
VTRS vs JBL
+195.4%
-108.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.0% | -4.3% | +0.2% |
| 7D | -2.2% | +2.4% | -4.6% | -2.5% |
| 30D | +3.3% | -13.1% | +16.4% | +5.0% |
| 3M | +2.0% | -15.6% | +17.6% | +3.8% |
| 6M | +19.9% | +24.6% | -4.6% | +14.2% |
| YTD | +35.7% | +39.6% | -3.9% | +27.0% |
| 1Y | +68.1% | +48.6% | +19.5% | +55.2% |
| 3Y | +87.1% | +197.3% | -110.2% | +49.2% |
| All | +87.1% | +195.4% | -108.4% | +49.2% |
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