+25.5%
VZ vs JBL
+405.9%
-380.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -0.9% |
| 7D | +0.1% | +3.0% | -2.9% | +0.1% |
| 30D | +7.9% | -8.3% | +16.2% | +7.8% |
| 3M | +13.6% | -16.9% | +30.6% | +13.7% |
| 6M | +1.1% | +21.8% | -20.7% | +0.7% |
| YTD | +29.3% | +36.3% | -7.0% | +28.5% |
| 1Y | +21.2% | +49.5% | -28.3% | +20.0% |
| 3Y | +75.9% | +170.6% | -94.7% | +66.2% |
| All | +25.5% | +405.9% | -380.5% | +8.7% |
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 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