+187.8%
JBHT vs VO
+196.6%
-8.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.5% |
| 7D | -1.6% | -2.6% | +1.0% | +0.8% |
| 30D | -2.3% | -0.9% | -1.3% | -1.4% |
| 3M | -18.5% | -3.0% | -15.5% | -16.0% |
| 6M | -11.3% | +2.2% | -13.5% | -13.0% |
| YTD | +12.6% | +10.6% | +2.0% | +3.0% |
| 1Y | +29.8% | +12.5% | +17.2% | +16.9% |
| 3Y | +28.1% | +61.4% | -33.3% | -15.7% |
| 5Y | +17.7% | +33.4% | -15.7% | -9.0% |
| All | +187.8% | +196.6% | -8.8% | +10.8% |
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