+743.6%
VLO vs JBHT
+192.0%
+551.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.1% | -0.1% | +1.8% |
| 7D | -6.5% | +0.4% | -6.9% | -6.6% |
| 30D | -17.8% | -2.0% | -15.8% | -17.4% |
| 3M | +19.6% | -16.3% | +35.9% | +26.5% |
| 6M | +49.3% | -8.2% | +57.5% | +51.2% |
| YTD | +122.4% | +16.3% | +106.1% | +101.6% |
| 1Y | +107.4% | +32.2% | +75.2% | +77.6% |
| 3Y | +223.1% | +34.4% | +188.7% | +163.3% |
| 5Y | +432.2% | +20.3% | +411.9% | +335.6% |
| 10Y | +743.6% | +185.2% | +558.4% | +336.3% |
| All | +743.6% | +192.0% | +551.6% | +336.3% |
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 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