+22.3%
VZ vs JBLU
-74.1%
+96.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.6% |
| 7D | +0.9% | +12.9% | -12.0% | +0.7% |
| 30D | +8.9% | +11.0% | -2.1% | +8.5% |
| 3M | +0.1% | -30.8% | +30.9% | +0.8% |
| 6M | +1.9% | -19.0% | +20.9% | +2.1% |
| YTD | +22.0% | -11.6% | +33.7% | +21.4% |
| 1Y | +22.1% | -7.4% | +29.5% | +21.3% |
| 3Y | +58.7% | +3.9% | +54.8% | +48.5% |
| 5Y | +22.3% | -73.9% | +96.2% | +25.2% |
| All | +22.3% | -74.1% | +96.4% | +25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling