+273.3%
JBHT vs VEU
+151.7%
+121.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.4% |
| 7D | +4.9% | +1.1% | +3.7% | +3.9% |
| 30D | +0.6% | +2.2% | -1.6% | -1.1% |
| 3M | -3.2% | +3.0% | -6.2% | -5.9% |
| 6M | +17.0% | +10.9% | +6.1% | +6.4% |
| YTD | +41.7% | +18.2% | +23.5% | +21.8% |
| 1Y | +90.0% | +28.3% | +61.7% | +52.2% |
| 3Y | +47.0% | +74.6% | -27.6% | -9.9% |
| 5Y | +58.3% | +56.4% | +1.9% | +6.0% |
| All | +273.3% | +151.7% | +121.6% | +73.4% |
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