+181.3%
JBHT vs VEU
+144.2%
+37.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.4% |
| 7D | +0.9% | +0.5% | +0.4% | +0.5% |
| 30D | -1.1% | -2.3% | +1.2% | +0.8% |
| 3M | -14.8% | -4.4% | -10.4% | -11.5% |
| 6M | -7.4% | -2.2% | -5.3% | -6.3% |
| YTD | +17.3% | +10.9% | +6.4% | +6.2% |
| 1Y | +35.3% | +13.4% | +22.0% | +20.3% |
| 3Y | +33.9% | +69.7% | -35.7% | -16.4% |
| 5Y | +22.5% | +50.0% | -27.4% | -15.4% |
| 10Y | +181.3% | +145.8% | +35.6% | +37.0% |
| All | +181.3% | +144.2% | +37.2% | +37.0% |
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