+2,533.6%
JBHT vs VO
+827.2%
+1,706.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +3.0% |
| 7D | +4.9% | -0.3% | +5.1% | +5.2% |
| 30D | +0.6% | -0.3% | +0.9% | +1.0% |
| 3M | -3.2% | +2.9% | -6.1% | -5.8% |
| 6M | +17.0% | +9.3% | +7.6% | +7.7% |
| YTD | +41.7% | +14.2% | +27.5% | +25.4% |
| 1Y | +90.0% | +15.3% | +74.7% | +66.5% |
| 3Y | +47.0% | +56.2% | -9.3% | -2.2% |
| 5Y | +58.3% | +42.4% | +15.9% | +14.1% |
| 10Y | +273.9% | +194.7% | +79.2% | +33.1% |
| All | +2,533.6% | +827.2% | +1,706.4% | +177.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling