+234.0%
VIK vs JBHT
+42.4%
+191.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -1.5% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +6.8% | -2.2% | +9.0% | +7.6% |
| 3M | -17.6% | -16.5% | -1.1% | -12.4% |
| 6M | +5.4% | -8.4% | +13.9% | +7.3% |
| YTD | +22.1% | +16.1% | +6.0% | +13.6% |
| 1Y | +49.3% | +31.9% | +17.3% | +32.8% |
| All | +234.0% | +42.4% | +191.6% | +177.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling