+180.0%
JBHT vs VEU
+149.9%
+30.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.3% | +2.3% |
| 7D | +7.0% | +2.1% | +4.9% | +5.2% |
| 30D | +0.5% | -0.9% | +1.4% | +1.3% |
| 3M | -17.4% | -5.4% | -12.0% | -13.4% |
| 6M | -1.7% | -1.8% | +0.1% | -0.8% |
| YTD | +20.7% | +10.9% | +9.8% | +9.3% |
| 1Y | +41.1% | +13.6% | +27.5% | +25.1% |
| 3Y | +38.0% | +69.3% | -31.3% | -13.7% |
| 5Y | +22.5% | +48.1% | -25.6% | -14.6% |
| All | +180.0% | +149.9% | +30.1% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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