+183.8%
VXUS vs JBL
+1,656.7%
-1,472.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.1% |
| 7D | +1.0% | +3.0% | -2.0% | +0.1% |
| 30D | +2.2% | -8.3% | +10.5% | +4.5% |
| 3M | +3.0% | -16.9% | +19.9% | +7.8% |
| 6M | +10.7% | +21.8% | -11.1% | +2.9% |
| YTD | +17.8% | +36.3% | -18.5% | +5.5% |
| 1Y | +27.6% | +49.5% | -21.9% | +10.2% |
| 3Y | +73.3% | +170.6% | -97.3% | +18.2% |
| 5Y | +54.3% | +408.4% | -354.1% | -16.6% |
| 10Y | +149.8% | +1,450.4% | -1,300.6% | -12.4% |
| All | +183.8% | +1,656.7% | -1,472.9% | -15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling