+1,305.4%
JBHT vs VIG
+623.5%
+681.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.3% |
| 7D | +4.9% | -0.4% | +5.3% | +5.4% |
| 30D | +0.6% | -1.0% | +1.5% | +1.6% |
| 3M | -3.2% | +2.8% | -6.0% | -6.2% |
| 6M | +17.0% | +8.2% | +8.8% | +7.2% |
| YTD | +41.7% | +11.0% | +30.6% | +26.2% |
| 1Y | +90.0% | +16.1% | +73.8% | +60.4% |
| 3Y | +47.0% | +56.2% | -9.2% | -10.2% |
| 5Y | +58.3% | +63.0% | -4.7% | -7.4% |
| 10Y | +273.9% | +241.4% | +32.5% | -7.2% |
| All | +1,305.4% | +623.5% | +681.9% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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