+936.9%
JBHT vs VEU
+168.0%
+768.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.7% | +0.1% | -0.7% |
| 7D | -1.4% | -3.4% | +2.0% | +1.3% |
| 30D | -3.1% | -5.6% | +2.5% | +1.3% |
| 3M | -19.5% | -6.2% | -13.3% | -15.4% |
| 6M | -9.6% | -2.0% | -7.6% | -8.7% |
| YTD | +13.3% | +8.5% | +4.9% | +5.6% |
| 1Y | +29.7% | +12.1% | +17.6% | +17.9% |
| 3Y | +28.3% | +64.7% | -36.4% | -13.6% |
| 5Y | +18.5% | +45.3% | -26.8% | -12.2% |
| 10Y | +198.1% | +142.3% | +55.8% | +48.9% |
| All | +936.9% | +168.0% | +768.8% | +361.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling