+67.8%
VTV vs JBLU
-15.7%
+83.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.1% | -5.0% | +3.9% | -0.7% |
| 30D | -1.0% | -23.9% | +22.9% | +1.0% |
| 3M | +4.6% | -11.6% | +16.3% | +5.2% |
| 6M | +13.5% | -0.2% | +13.7% | +12.5% |
| YTD | +18.5% | -3.3% | +21.8% | +17.3% |
| 1Y | +22.9% | -15.4% | +38.3% | +22.6% |
| 3Y | +67.8% | -14.7% | +82.6% | +60.8% |
| All | +67.8% | -15.7% | +83.6% | +60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling