+20.3%
JBHT vs VLTO
+54.1%
-33.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.4% |
| 7D | -1.4% | +12.0% | -13.4% | -5.7% |
| 30D | -3.1% | +20.8% | -23.9% | -10.0% |
| 3M | -19.5% | +20.1% | -39.7% | -25.3% |
| 6M | -9.6% | +32.6% | -42.2% | -19.7% |
| YTD | +13.3% | +17.3% | -4.0% | +6.0% |
| 1Y | +29.7% | +17.3% | +12.4% | +21.1% |
| 3Y | +28.3% | +66.9% | -38.6% | +5.3% |
| All | +20.3% | +54.1% | -33.8% | +1.3% |
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