+62.8%
VZ vs JBLU
-72.5%
+135.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.5% |
| 7D | -1.2% | -4.8% | +3.5% | -1.0% |
| 30D | +5.7% | -24.4% | +30.2% | +6.8% |
| 3M | +8.2% | -4.8% | +13.0% | +8.3% |
| 6M | +1.7% | -0.5% | +2.2% | +1.2% |
| YTD | +28.9% | -3.5% | +32.4% | +28.0% |
| 1Y | +22.7% | -13.6% | +36.3% | +22.4% |
| 3Y | +82.7% | -15.3% | +97.9% | +75.9% |
| 5Y | +26.4% | -70.1% | +96.5% | +28.5% |
| All | +62.8% | -72.5% | +135.3% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded JBLU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling