+54.3%
VXUS vs JBL
+410.1%
-355.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +0.3% | +4.0% | -3.7% | -0.6% |
| 30D | +0.7% | -7.5% | +8.2% | +2.3% |
| 3M | +4.8% | -14.1% | +18.8% | +7.8% |
| 6M | +11.3% | +25.9% | -14.6% | +4.5% |
| YTD | +16.5% | +36.7% | -20.1% | +6.9% |
| 1Y | +24.3% | +49.0% | -24.7% | +11.2% |
| 3Y | +74.5% | +191.8% | -117.3% | +24.7% |
| 5Y | +54.3% | +409.8% | -355.4% | -14.5% |
| All | +54.3% | +410.1% | -355.8% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling