+2,084.3%
JBHT vs VO
+831.6%
+1,252.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | +1.7% | +1.0% | +0.7% | +0.8% |
| 30D | -1.2% | +2.6% | -3.8% | -3.6% |
| 3M | -17.1% | -0.3% | -16.9% | -16.8% |
| 6M | -4.4% | +7.6% | -12.0% | -10.7% |
| YTD | +17.5% | +14.7% | +2.8% | +3.6% |
| 1Y | +32.6% | +16.4% | +16.2% | +15.3% |
| 3Y | +33.0% | +66.2% | -33.2% | -16.4% |
| 5Y | +20.3% | +39.1% | -18.7% | -11.3% |
| 10Y | +209.1% | +212.9% | -3.8% | +4.1% |
| All | +2,084.3% | +831.6% | +1,252.7% | +129.3% |
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