+50.4%
JBHT vs VLTO
+27.2%
+23.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +3.4% |
| 7D | +4.9% | -2.3% | +7.2% | +5.8% |
| 30D | +0.6% | -0.9% | +1.5% | +0.8% |
| 3M | -3.2% | +13.8% | -17.0% | -8.6% |
| 6M | +17.0% | +2.0% | +14.9% | +15.6% |
| YTD | +41.7% | -3.2% | +44.8% | +42.9% |
| 1Y | +90.0% | -9.2% | +99.2% | +97.6% |
| All | +50.4% | +27.2% | +23.2% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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