+21.4%
VZ vs JBL
+299.1%
-277.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.8% | +0.9% |
| 7D | +2.2% | -5.2% | +7.4% | +2.1% |
| 30D | +10.6% | -17.5% | +28.1% | +10.3% |
| 3M | -0.6% | -26.0% | +25.4% | -1.0% |
| 6M | +0.7% | -28.9% | +29.6% | +0.4% |
| YTD | +20.6% | +10.8% | +9.8% | +19.5% |
| 1Y | +22.7% | +18.3% | +4.4% | +21.3% |
| 3Y | +57.2% | +102.2% | -45.0% | +49.5% |
| 5Y | +21.4% | +303.2% | -281.8% | +3.9% |
| All | +21.4% | +299.1% | -277.8% | +3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling