+22.4%
JBHT vs VSAT
+25.1%
-2.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.9% | +7.2% | +2.7% |
| 7D | +7.0% | +5.9% | +1.1% | +6.3% |
| 30D | +0.5% | +9.7% | -9.2% | -0.8% |
| 3M | -17.4% | -18.3% | +1.0% | -16.3% |
| 6M | -1.7% | -4.1% | +2.3% | -3.2% |
| YTD | +20.7% | +96.5% | -75.8% | +9.6% |
| 1Y | +41.1% | +89.3% | -48.2% | +28.2% |
| 3Y | +38.0% | +270.1% | -232.1% | +9.0% |
| All | +22.4% | +25.1% | -2.7% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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