+105.4%
VLO vs JBHT
+36.3%
+69.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.7% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | -16.6% | -0.1% | -16.5% | -16.6% |
| 3M | +12.3% | -14.0% | +26.3% | +13.1% |
| 6M | +47.8% | -5.1% | +52.9% | +48.3% |
| YTD | +126.7% | +18.0% | +108.7% | +112.5% |
| 1Y | +105.4% | +36.5% | +68.8% | +85.2% |
| All | +105.4% | +36.3% | +69.0% | +85.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling