+55.6%
VFC vs JBHT
+34.8%
+20.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.4% | +4.0% |
| 7D | +21.5% | +1.7% | +19.8% | +20.6% |
| 30D | +46.7% | -1.2% | +47.8% | +47.2% |
| 3M | +38.4% | -17.1% | +55.5% | +49.0% |
| 6M | +15.2% | -4.4% | +19.6% | +10.5% |
| YTD | +17.8% | +17.5% | +0.3% | -9.3% |
| 1Y | +55.6% | +32.6% | +23.0% | +5.4% |
| All | +55.6% | +34.8% | +20.7% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling