+62.0%
VZ vs JBLU
-72.5%
+134.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.2% |
| 7D | -1.0% | -5.6% | +4.6% | -0.7% |
| 30D | +5.8% | -22.3% | +28.1% | +6.8% |
| 3M | +10.5% | -11.0% | +21.5% | +10.8% |
| 6M | +1.8% | -3.1% | +4.9% | +1.4% |
| YTD | +28.3% | -3.7% | +32.0% | +27.4% |
| 1Y | +22.0% | -14.8% | +36.7% | +21.6% |
| 3Y | +81.8% | -15.4% | +97.3% | +75.1% |
| 5Y | +25.3% | -71.4% | +96.7% | +27.8% |
| All | +62.0% | -72.5% | +134.6% | +67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling