+180.0%
JBHT vs VOO
+309.6%
-129.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.6% |
| 7D | +7.0% | +2.6% | +4.5% | +4.6% |
| 30D | +0.5% | -2.0% | +2.5% | +2.3% |
| 3M | -17.4% | -2.8% | -14.6% | -15.3% |
| 6M | -1.7% | +2.2% | -3.9% | -3.9% |
| YTD | +20.7% | +11.5% | +9.2% | +9.0% |
| 1Y | +41.1% | +13.5% | +27.6% | +25.3% |
| 3Y | +38.0% | +78.1% | -40.1% | -18.6% |
| 5Y | +22.5% | +73.1% | -50.7% | -26.2% |
| All | +180.0% | +309.6% | -129.6% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling