+19.1%
JBHT vs VT
+57.9%
-38.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.3% |
| 7D | -3.2% | -1.6% | -1.5% | -1.6% |
| 30D | -4.1% | -2.5% | -1.6% | -1.7% |
| 3M | -15.7% | -1.3% | -14.4% | -14.6% |
| 6M | -9.4% | +3.1% | -12.5% | -12.5% |
| YTD | +16.2% | +10.9% | +5.3% | +4.1% |
| 1Y | +33.4% | +12.1% | +21.4% | +18.2% |
| 3Y | +31.6% | +73.9% | -42.3% | -24.7% |
| All | +19.1% | +57.9% | -38.8% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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