+669.4%
VEEV vs JBHT
+183.5%
+486.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -1.9% | +0.5% | -2.4% | -2.1% |
| 30D | +3.0% | -0.1% | +3.1% | +2.9% |
| 3M | +28.8% | -14.0% | +42.9% | +34.0% |
| 6M | +91.3% | -5.1% | +96.4% | +91.8% |
| YTD | +36.5% | +18.0% | +18.5% | +25.8% |
| 1Y | +1.9% | +36.5% | -34.6% | -11.1% |
| 3Y | +84.6% | +34.8% | +49.8% | +57.0% |
| 5Y | -2.6% | +21.4% | -24.0% | -15.4% |
| 10Y | +669.4% | +178.0% | +491.5% | +349.1% |
| All | +669.4% | +183.5% | +486.0% | +349.1% |
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