+65.5%
VZ vs JBL
+1,188.5%
-1,123.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.8% | +0.5% |
| 7D | +2.2% | -5.2% | +7.4% | +2.5% |
| 30D | +10.6% | -17.5% | +28.1% | +11.6% |
| 3M | -0.6% | -26.0% | +25.4% | +0.8% |
| 6M | +0.7% | -28.9% | +29.6% | +2.2% |
| YTD | +20.6% | +10.8% | +9.8% | +17.8% |
| 1Y | +22.7% | +18.3% | +4.4% | +19.0% |
| 3Y | +57.2% | +102.2% | -45.0% | +41.7% |
| 5Y | +21.4% | +303.2% | -281.8% | -1.8% |
| 10Y | +65.5% | +1,152.0% | -1,086.5% | +12.2% |
| All | +65.5% | +1,188.5% | -1,123.0% | +12.2% |
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