-11.2%
VEEV vs JBHT
+58.3%
-69.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.8% | -6.1% | -4.2% |
| 7D | -0.6% | +4.9% | -5.5% | -2.1% |
| 30D | +28.8% | +0.6% | +28.3% | +28.4% |
| 3M | +54.0% | -3.2% | +57.2% | +54.9% |
| 6M | +46.0% | +17.0% | +29.0% | +37.1% |
| YTD | +23.2% | +41.7% | -18.4% | +8.0% |
| 1Y | +1.9% | +90.0% | -88.1% | -20.6% |
| 3Y | +27.0% | +47.0% | -20.0% | +7.2% |
| All | -11.2% | +58.3% | -69.4% | -29.7% |
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