+15.3%
VGT vs JBHT
+32.1%
-16.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.1% | +0.1% | +2.6% |
| 7D | -1.6% | +0.4% | -2.1% | -1.6% |
| 30D | -12.5% | -2.0% | -10.5% | -12.2% |
| 3M | -7.7% | -16.3% | +8.6% | -5.2% |
| 6M | -0.2% | -8.2% | +8.1% | +0.3% |
| YTD | +19.3% | +16.3% | +2.9% | +12.0% |
| All | +15.3% | +32.1% | -16.8% | +4.8% |
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