+28.9%
JBHT vs VOO
+75.0%
-46.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.4% | +0.8% | +0.6% |
| 7D | -1.4% | -4.7% | +3.3% | +3.2% |
| 30D | -3.1% | -5.9% | +2.8% | +2.7% |
| 3M | -19.5% | -4.5% | -15.0% | -16.0% |
| 6M | -9.6% | +1.9% | -11.4% | -11.6% |
| YTD | +13.3% | +8.4% | +4.9% | +4.0% |
| 1Y | +29.7% | +9.5% | +20.2% | +17.8% |
| All | +28.9% | +75.0% | -46.0% | -30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling