+35.3%
JBHT vs VCLT
-3.8%
+39.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.7% |
| 7D | +0.9% | +0.2% | +0.7% | +0.7% |
| 30D | -1.1% | +2.3% | -3.4% | -2.8% |
| 3M | -14.8% | -1.1% | -13.8% | -14.1% |
| 6M | -7.4% | -4.2% | -3.3% | -3.8% |
| YTD | +17.3% | -3.4% | +20.7% | +21.0% |
| 1Y | +35.3% | -3.8% | +39.1% | +40.4% |
| All | +35.3% | -3.8% | +39.1% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling