+29.8%
JBHT vs VO
+11.7%
+18.1%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.5% |
| 7D | -1.6% | -2.6% | +1.0% | +1.6% |
| 30D | -2.3% | -0.9% | -1.3% | -1.2% |
| 3M | -18.5% | -3.0% | -15.5% | -15.2% |
| 6M | -11.3% | +2.2% | -13.5% | -13.8% |
| YTD | +12.6% | +10.6% | +2.0% | -0.6% |
| 1Y | +29.8% | +12.5% | +17.2% | +12.5% |
| All | +29.8% | +11.7% | +18.1% | +12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling