+147.3%
VXUS vs JBLU
-72.4%
+219.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -1.4% | -5.0% | +3.5% | -0.7% |
| 30D | -0.5% | -23.9% | +23.4% | +3.3% |
| 3M | +2.6% | -11.6% | +14.2% | +3.7% |
| 6M | +10.9% | -0.2% | +11.1% | +9.3% |
| YTD | +16.1% | -3.3% | +19.4% | +14.2% |
| 1Y | +22.3% | -15.4% | +37.7% | +22.0% |
| 3Y | +72.0% | -14.7% | +86.7% | +56.8% |
| 5Y | +54.1% | -70.0% | +124.2% | +64.5% |
| All | +147.3% | -72.4% | +219.7% | +147.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling