+34.2%
JBHT vs VO
+13.8%
+20.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.7% | +0.4% | -0.3% |
| 7D | +0.4% | -0.1% | +0.6% | +0.6% |
| 30D | -2.0% | +0.5% | -2.5% | -2.6% |
| 3M | -16.3% | -1.0% | -15.3% | -15.2% |
| 6M | -8.2% | +6.4% | -14.7% | -15.6% |
| YTD | +16.3% | +13.6% | +2.7% | -1.1% |
| All | +34.2% | +13.8% | +20.4% | +14.1% |
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