+25.9%
VZ vs JBLU
-69.9%
+95.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.6% |
| 7D | +0.2% | +1.1% | -0.9% | +0.2% |
| 30D | +7.1% | -25.5% | +32.7% | +7.9% |
| 3M | +12.8% | -5.0% | +17.9% | +12.9% |
| 6M | +1.8% | +0.7% | +1.1% | +1.5% |
| YTD | +30.0% | -0.7% | +30.6% | +29.2% |
| 1Y | +24.3% | -12.7% | +37.1% | +24.0% |
| 3Y | +84.3% | -12.7% | +97.0% | +76.7% |
| 5Y | +25.9% | -69.3% | +95.2% | +27.4% |
| All | +25.9% | -69.9% | +95.8% | +27.4% |
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 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