+61.1%
VZ vs JBL
+1,439.8%
-1,378.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | 0.0% | +0.5% |
| 7D | +0.2% | +4.4% | -4.2% | 0.0% |
| 30D | +7.1% | -8.4% | +15.6% | +7.6% |
| 3M | +12.8% | -14.2% | +27.0% | +13.6% |
| 6M | +1.8% | +29.6% | -27.8% | -0.9% |
| YTD | +30.0% | +37.1% | -7.1% | +25.7% |
| 1Y | +24.3% | +49.5% | -25.2% | +19.0% |
| 3Y | +84.3% | +192.7% | -108.4% | +60.4% |
| 5Y | +25.9% | +411.3% | -385.4% | +0.2% |
| 10Y | +61.1% | +1,447.6% | -1,386.5% | +5.7% |
| All | +61.1% | +1,439.8% | -1,378.7% | +5.7% |
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