+33.9%
JBHT vs VO
+66.9%
-32.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.9% | -0.2% | +1.1% | +1.1% |
| 30D | -1.1% | +0.5% | -1.6% | -1.7% |
| 3M | -14.8% | -1.1% | -13.7% | -13.6% |
| 6M | -7.4% | +6.4% | -13.8% | -13.9% |
| YTD | +17.3% | +13.5% | +3.8% | +1.5% |
| 1Y | +35.3% | +13.6% | +21.7% | +17.1% |
| 3Y | +33.9% | +65.2% | -31.3% | -24.1% |
| All | +33.9% | +66.9% | -32.9% | -24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling