+279.6%
VIAV vs JBHT
+192.4%
+87.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.7% | +8.9% | +8.5% |
| 7D | -4.8% | -1.6% | -3.2% | -4.2% |
| 30D | -38.5% | -2.3% | -36.2% | -38.0% |
| 3M | -29.9% | -18.5% | -11.4% | -24.7% |
| 6M | -46.3% | -11.3% | -35.0% | -44.6% |
| YTD | +59.8% | +12.6% | +47.2% | +50.4% |
| 1Y | +62.3% | +29.8% | +32.6% | +44.7% |
| 3Y | +243.0% | +28.1% | +214.9% | +196.5% |
| 5Y | +80.3% | +17.7% | +62.6% | +57.2% |
| All | +279.6% | +192.4% | +87.2% | +124.0% |
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