+178.8%
VTRS vs JBL
+41,567.8%
-41,389.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.3% |
| 7D | -3.3% | -1.0% | -2.3% | -3.2% |
| 30D | +1.4% | -15.1% | +16.4% | +3.7% |
| 3M | +4.6% | -14.0% | +18.7% | +6.3% |
| 6M | +18.1% | +20.6% | -2.6% | +13.7% |
| YTD | +34.7% | +32.9% | +1.8% | +27.6% |
| 1Y | +65.6% | +40.5% | +25.1% | +55.1% |
| 3Y | +83.8% | +183.7% | -100.0% | +52.1% |
| 5Y | +46.5% | +388.3% | -341.9% | +11.4% |
| 10Y | -48.6% | +1,464.9% | -1,513.5% | -67.1% |
| All | +178.8% | +41,567.8% | -41,389.1% | +28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling