+837.5%
VZ vs JBL
+34,277.3%
-33,439.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.6% |
| 7D | +2.4% | -8.1% | +10.4% | +3.0% |
| 30D | +11.2% | -18.4% | +29.6% | +12.7% |
| 3M | 0.0% | -25.8% | +25.8% | +1.9% |
| 6M | +1.3% | -29.6% | +30.9% | +3.3% |
| YTD | +21.3% | +9.6% | +11.6% | +18.9% |
| 1Y | +23.9% | +14.1% | +9.9% | +21.0% |
| 3Y | +57.7% | +95.9% | -38.2% | +45.1% |
| 5Y | +21.2% | +298.3% | -277.1% | +4.2% |
| 10Y | +70.6% | +1,150.1% | -1,079.5% | +30.5% |
| All | +837.5% | +34,277.3% | -33,439.9% | +543.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling