+24.8%
JBHT vs VLTO
+54.7%
-30.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.8% |
| 7D | +1.7% | +13.8% | -12.1% | -3.4% |
| 30D | -1.2% | +21.2% | -22.3% | -8.4% |
| 3M | -17.1% | +21.5% | -38.6% | -23.4% |
| 6M | -4.4% | +33.0% | -37.4% | -15.1% |
| YTD | +17.5% | +17.8% | -0.3% | +9.7% |
| 1Y | +32.6% | +18.1% | +14.5% | +23.4% |
| 3Y | +33.0% | +67.6% | -34.5% | +9.0% |
| All | +24.8% | +54.7% | -30.0% | +4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling