+1,525.1%
JBL price history and return analytics
+229.8%
+1,295.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.9% | +4.2% | +3.8% |
| 7D | +2.4% | -1.1% | +3.5% | +4.1% |
| 30D | -13.1% | -1.0% | -12.1% | -11.7% |
| 3M | -15.6% | +3.2% | -18.7% | -18.8% |
| 6M | +24.6% | +12.5% | +12.1% | +6.9% |
| YTD | +39.6% | +14.1% | +25.5% | +17.8% |
| 1Y | +48.6% | +18.9% | +29.7% | +18.8% |
| 3Y | +197.3% | +74.1% | +123.2% | +41.8% |
| 5Y | +413.0% | +66.9% | +346.1% | +163.9% |
| All | +1,525.1% | +229.8% | +1,295.3% | +269.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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