+717.4%
VEEV vs JBHT
+236.9%
+480.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | -2.9% | -1.6% | -1.4% | -2.5% |
| 30D | +7.5% | -2.3% | +9.8% | +8.2% |
| 3M | +39.5% | -18.5% | +57.9% | +48.1% |
| 6M | +81.5% | -11.3% | +92.8% | +86.2% |
| YTD | +36.1% | +12.6% | +23.5% | +26.8% |
| 1Y | +4.3% | +29.8% | -25.5% | -8.1% |
| 3Y | +54.8% | +28.1% | +26.8% | +32.8% |
| 5Y | -4.7% | +17.7% | -22.4% | -17.1% |
| 10Y | +709.1% | +196.1% | +512.9% | +329.2% |
| All | +717.4% | +236.9% | +480.5% | +292.1% |
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 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