+146.3%
VXUS vs JBL
+1,176.2%
-1,030.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | +2.3% | +10.0% | -7.7% | -0.4% |
| 30D | -2.2% | -18.2% | +16.0% | +3.0% |
| 3M | -5.4% | -29.0% | +23.6% | +3.1% |
| 6M | -1.2% | -25.9% | +24.6% | +5.5% |
| YTD | +10.4% | +14.1% | -3.7% | +3.6% |
| 1Y | +11.8% | +21.7% | -9.8% | +2.8% |
| 3Y | +68.4% | +103.8% | -35.5% | +26.5% |
| 5Y | +45.9% | +310.0% | -264.1% | -16.3% |
| All | +146.3% | +1,176.2% | -1,030.0% | -1.2% |
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 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