+230.1%
VIK vs JBHT
+39.0%
+191.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.6% | -1.9% | -4.1% |
| 7D | -3.8% | -1.4% | -2.4% | -3.2% |
| 30D | +5.5% | -3.1% | +8.6% | +6.7% |
| 3M | -20.4% | -19.5% | -0.9% | -14.2% |
| 6M | +5.4% | -9.6% | +15.0% | +7.8% |
| YTD | +20.7% | +13.3% | +7.3% | +13.4% |
| 1Y | +50.7% | +29.7% | +21.0% | +35.0% |
| All | +230.1% | +39.0% | +191.1% | +176.7% |
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