+144.8%
VXUS vs JBL
+1,478.7%
-1,333.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -0.5% |
| 7D | -1.9% | -1.0% | -0.9% | -1.6% |
| 30D | -0.7% | -15.1% | +14.3% | +3.7% |
| 3M | +4.9% | -14.0% | +19.0% | +8.6% |
| 6M | +9.7% | +20.6% | -11.0% | +2.6% |
| YTD | +15.0% | +32.9% | -17.9% | +4.2% |
| 1Y | +22.4% | +40.5% | -18.1% | +8.5% |
| 3Y | +72.2% | +183.7% | -111.5% | +17.0% |
| 5Y | +52.6% | +388.3% | -335.7% | -16.0% |
| All | +144.8% | +1,478.7% | -1,333.8% | -7.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling