+300.1%
VIAV vs JBHT
+186.6%
+113.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.4% |
| 7D | +3.2% | +0.9% | +2.3% | +3.0% |
| 30D | -31.8% | -1.1% | -30.7% | -31.5% |
| 3M | -16.6% | -14.8% | -1.8% | -11.9% |
| 6M | -39.4% | -7.4% | -32.0% | -38.5% |
| YTD | +74.0% | +17.3% | +56.7% | +61.4% |
| 1Y | +70.8% | +35.3% | +35.4% | +50.0% |
| 3Y | +295.5% | +33.9% | +261.6% | +236.4% |
| 5Y | +103.3% | +22.5% | +80.8% | +74.8% |
| 10Y | +300.1% | +181.3% | +118.8% | +133.9% |
| All | +300.1% | +186.6% | +113.5% | +133.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling