+54.0%
VEA vs JBHT
+22.5%
+31.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.5% |
| 7D | +2.3% | +7.0% | -4.8% | +0.8% |
| 30D | +0.2% | +0.5% | -0.3% | 0.0% |
| 3M | -5.3% | -17.4% | +12.0% | -1.8% |
| 6M | -0.9% | -1.7% | +0.8% | -1.6% |
| YTD | +12.2% | +20.7% | -8.5% | +6.0% |
| 1Y | +16.1% | +41.1% | -25.0% | +5.8% |
| 3Y | +73.0% | +38.0% | +35.0% | +54.1% |
| All | +54.0% | +22.5% | +31.4% | +36.3% |
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