+1,870.9%
JBL price history and return analytics
+356.5%
+1,514.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.8% |
| 7D | +6.3% | +2.4% | +4.0% | +3.1% |
| 30D | -13.5% | -1.5% | -12.0% | -11.4% |
| 3M | -31.3% | -4.1% | -27.2% | -26.7% |
| 6M | -28.4% | +0.6% | -29.0% | -27.9% |
| YTD | +11.6% | +11.0% | +0.6% | -0.8% |
| 1Y | +26.1% | +13.3% | +12.8% | +9.2% |
| 3Y | +97.4% | +73.4% | +24.0% | -1.4% |
| 5Y | +301.0% | +57.4% | +243.6% | +131.6% |
| 10Y | +1,151.1% | +221.7% | +929.4% | +197.6% |
| All | +1,870.9% | +356.5% | +1,514.4% | +211.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling