+228.8%
VIK vs JBHT
+73.8%
+155.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.9% |
| 7D | -3.0% | +4.9% | -7.9% | -4.9% |
| 30D | -20.7% | +0.6% | -21.3% | -21.0% |
| 3M | -4.6% | -3.2% | -1.4% | -3.9% |
| 6M | +14.0% | +17.0% | -3.0% | +6.1% |
| YTD | +20.2% | +41.7% | -21.5% | +4.4% |
| 1Y | +36.0% | +90.0% | -54.0% | +5.7% |
| All | +228.8% | +73.8% | +155.0% | +154.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling