+158.0%
VEA vs JBHT
+191.4%
-33.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +2.1% |
| 7D | +0.4% | +0.2% | +0.2% | +0.4% |
| 30D | -0.7% | -2.2% | +1.5% | -0.1% |
| 3M | -3.9% | -16.5% | +12.6% | +0.3% |
| 6M | -0.6% | -8.4% | +7.9% | +0.6% |
| YTD | +12.9% | +16.1% | -3.1% | +6.4% |
| 1Y | +18.4% | +31.9% | -13.6% | +7.5% |
| 3Y | +75.3% | +34.1% | +41.1% | +53.2% |
| 5Y | +54.3% | +20.1% | +34.2% | +36.6% |
| 10Y | +158.0% | +184.7% | -26.6% | +70.5% |
| All | +158.0% | +191.4% | -33.4% | +70.5% |
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