+235.2%
VIK vs JBHT
+38.1%
+197.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | 0.0% | -1.6% | +1.6% | +0.7% |
| 30D | +7.7% | -2.3% | +9.9% | +8.5% |
| 3M | -17.6% | -18.5% | +0.8% | -11.7% |
| 6M | +1.7% | -11.3% | +12.9% | +4.7% |
| YTD | +22.5% | +12.6% | +9.9% | +15.4% |
| 1Y | +52.6% | +29.8% | +22.9% | +36.7% |
| All | +235.2% | +38.1% | +197.1% | +181.6% |
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