+161.1%
VEA vs JBHT
+183.5%
-22.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -1.3% | +0.5% | -1.7% | -1.4% |
| 30D | 0.0% | -0.1% | 0.0% | -0.1% |
| 3M | -3.6% | -14.0% | +10.5% | -0.1% |
| 6M | -0.5% | -5.1% | +4.6% | -0.3% |
| YTD | +13.0% | +18.0% | -5.1% | +6.0% |
| 1Y | +16.3% | +36.5% | -20.2% | +4.5% |
| 3Y | +74.4% | +34.8% | +39.6% | +52.3% |
| 5Y | +55.8% | +21.4% | +34.4% | +37.6% |
| 10Y | +161.1% | +178.0% | -16.9% | +69.5% |
| All | +161.1% | +183.5% | -22.4% | +69.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling