+57.2%
VZ vs JBL
+100.3%
-43.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.8% | +1.2% |
| 7D | +2.2% | -5.2% | +7.4% | +1.9% |
| 30D | +10.6% | -17.5% | +28.1% | +9.2% |
| 3M | -0.6% | -26.0% | +25.4% | -2.4% |
| 6M | +0.7% | -28.9% | +29.6% | -1.0% |
| YTD | +20.6% | +10.8% | +9.8% | +21.3% |
| 1Y | +22.7% | +18.3% | +4.4% | +23.7% |
| 3Y | +57.2% | +102.2% | -45.0% | +58.6% |
| All | +57.2% | +100.3% | -43.1% | +58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling