+34.4%
JBHT vs VEU
+70.2%
-35.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.3% | +1.0% |
| 7D | +0.4% | +0.8% | -0.3% | -0.1% |
| 30D | -2.0% | -1.6% | -0.3% | -0.7% |
| 3M | -16.3% | -4.2% | -12.1% | -13.5% |
| 6M | -8.2% | -1.5% | -6.7% | -7.6% |
| YTD | +16.3% | +11.7% | +4.6% | +4.5% |
| 1Y | +32.2% | +15.6% | +16.6% | +15.2% |
| 3Y | +34.4% | +71.7% | -37.4% | -17.7% |
| All | +34.4% | +70.2% | -35.8% | -17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling