+20.3%
JBHT vs VOO
+72.0%
-51.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +0.9% |
| 7D | +0.4% | +0.1% | +0.4% | +0.3% |
| 30D | -2.0% | -3.3% | +1.4% | +1.1% |
| 3M | -16.3% | -2.4% | -13.9% | -14.4% |
| 6M | -8.2% | +2.6% | -10.8% | -10.7% |
| YTD | +16.3% | +11.3% | +5.0% | +4.7% |
| 1Y | +32.2% | +13.4% | +18.8% | +16.7% |
| 3Y | +34.4% | +80.3% | -45.9% | -23.6% |
| 5Y | +20.3% | +72.7% | -52.4% | -30.5% |
| All | +20.3% | +72.0% | -51.6% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling