+61.6%
VEA vs JBHT
+58.3%
+3.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.2% |
| 7D | +1.0% | +4.9% | -3.9% | -0.1% |
| 30D | +1.9% | +0.6% | +1.4% | +1.7% |
| 3M | +3.2% | -3.2% | +6.4% | +3.6% |
| 6M | +10.2% | +17.0% | -6.7% | +5.7% |
| YTD | +18.9% | +41.7% | -22.8% | +9.0% |
| 1Y | +29.3% | +90.0% | -60.7% | +10.1% |
| 3Y | +76.8% | +47.0% | +29.8% | +57.2% |
| All | +61.6% | +58.3% | +3.4% | +36.8% |
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