+86.1%
OVV vs JBHT
+15.0%
+71.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -1.6% |
| 7D | -14.9% | -1.4% | -13.5% | -14.5% |
| 30D | -0.9% | -3.1% | +2.1% | -0.1% |
| 3M | +5.6% | -19.5% | +25.1% | +13.3% |
| 6M | -2.5% | -9.6% | +7.1% | -0.9% |
| YTD | +57.8% | +13.3% | +44.5% | +43.8% |
| 1Y | +70.1% | +29.7% | +40.4% | +45.4% |
| 3Y | +35.1% | +28.3% | +6.8% | +10.1% |
| 5Y | +86.1% | +18.5% | +67.6% | +41.8% |
| All | +86.1% | +15.0% | +71.1% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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