+34.2%
JBHT vs VYM
+18.4%
+15.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | -0.2% |
| 7D | +0.4% | -0.7% | +1.1% | +1.4% |
| 30D | -2.0% | +2.5% | -4.5% | -5.8% |
| 3M | -16.3% | -1.2% | -15.1% | -14.9% |
| 6M | -8.2% | +5.9% | -14.2% | -16.4% |
| YTD | +16.3% | +15.4% | +0.9% | -4.5% |
| All | +34.2% | +18.4% | +15.7% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling