+5.2%
VUG vs JBLU
-12.5%
+17.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.9% | -10.4% | +0.4% |
| 7D | -3.0% | +24.9% | -27.9% | -5.3% |
| 30D | -6.4% | -12.3% | +5.9% | -5.3% |
| 3M | -3.2% | -44.5% | +41.2% | +2.6% |
| 6M | +3.1% | -25.7% | +28.8% | +5.4% |
| YTD | +6.3% | -21.8% | +28.0% | +5.9% |
| 1Y | +5.2% | -12.7% | +17.9% | +2.5% |
| All | +5.2% | -12.5% | +17.7% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling