+180.0%
JBHT vs VO
+197.6%
-17.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +7.0% | +3.1% | +3.9% | +4.0% |
| 30D | +0.5% | +2.2% | -1.7% | -1.5% |
| 3M | -17.4% | -2.5% | -14.9% | -15.3% |
| 6M | -1.7% | +7.0% | -8.7% | -7.6% |
| YTD | +20.7% | +14.0% | +6.7% | +7.4% |
| 1Y | +41.1% | +15.6% | +25.4% | +23.9% |
| 3Y | +38.0% | +66.2% | -28.2% | -11.6% |
| 5Y | +22.5% | +36.6% | -14.2% | -7.4% |
| All | +180.0% | +197.6% | -17.6% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling