+650.9%
JBHT vs VOO
+775.2%
-124.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.4% | +0.8% | +0.5% |
| 7D | -1.4% | -4.7% | +3.3% | +3.0% |
| 30D | -3.1% | -5.9% | +2.8% | +2.4% |
| 3M | -19.5% | -4.5% | -15.0% | -16.1% |
| 6M | -9.6% | +1.9% | -11.4% | -11.3% |
| YTD | +13.3% | +8.4% | +4.9% | +4.9% |
| 1Y | +29.7% | +9.5% | +20.2% | +19.0% |
| 3Y | +28.3% | +75.3% | -47.0% | -23.4% |
| 5Y | +18.5% | +67.9% | -49.4% | -26.7% |
| 10Y | +198.1% | +314.4% | -116.3% | -20.7% |
| All | +650.9% | +775.2% | -124.4% | -10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling