+388.3%
JBL price history and return analytics
+63.7%
+324.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.5% |
| 7D | -1.0% | -2.0% | +1.0% | +2.0% |
| 30D | -15.1% | -1.4% | -13.6% | -13.1% |
| 3M | -14.0% | +4.7% | -18.8% | -19.2% |
| 6M | +20.6% | +11.4% | +9.3% | +4.7% |
| YTD | +32.9% | +13.1% | +19.8% | +13.3% |
| 1Y | +40.5% | +19.0% | +21.5% | +12.0% |
| 3Y | +183.7% | +73.9% | +109.8% | +37.6% |
| 5Y | +388.3% | +65.4% | +323.0% | +162.8% |
| All | +388.3% | +63.7% | +324.7% | +162.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling