+49.9%
VG vs JBHT
+29.0%
+20.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.6% | -0.4% | -4.8% |
| 7D | -22.0% | -1.4% | -20.6% | -22.2% |
| 30D | -14.7% | -3.1% | -11.7% | -15.2% |
| 3M | -7.1% | -19.5% | +12.5% | -11.1% |
| 6M | -11.2% | -9.6% | -1.6% | -9.1% |
| YTD | +69.8% | +13.3% | +56.5% | +97.4% |
| 1Y | +49.9% | +29.7% | +20.2% | +82.2% |
| All | +49.9% | +29.0% | +20.9% | +82.2% |
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