+734.5%
VEEV vs JBHT
+239.1%
+495.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.4% | +1.0% |
| 7D | -0.1% | -1.4% | +1.3% | +0.4% |
| 30D | +9.4% | -3.1% | +12.5% | +10.4% |
| 3M | +45.2% | -19.5% | +64.8% | +54.9% |
| 6M | +81.1% | -9.6% | +90.7% | +84.6% |
| YTD | +38.9% | +13.3% | +25.6% | +29.2% |
| 1Y | +5.0% | +29.7% | -24.7% | -7.4% |
| 3Y | +59.4% | +28.3% | +31.1% | +36.6% |
| 5Y | -2.7% | +18.5% | -21.2% | -15.6% |
| 10Y | +726.1% | +198.1% | +527.9% | +337.2% |
| All | +734.5% | +239.1% | +495.4% | +299.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling