+426.2%
VLO vs JBHT
+15.0%
+411.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.6% | -0.3% | -3.0% |
| 7D | -8.7% | -1.4% | -7.3% | -8.4% |
| 30D | -16.2% | -3.1% | -13.1% | -15.7% |
| 3M | +16.2% | -19.5% | +35.7% | +21.4% |
| 6M | +39.8% | -9.6% | +49.4% | +41.3% |
| YTD | +119.0% | +13.3% | +105.6% | +106.8% |
| 1Y | +110.8% | +29.7% | +81.1% | +91.5% |
| 3Y | +201.7% | +28.3% | +173.4% | +168.0% |
| 5Y | +426.2% | +18.5% | +407.7% | +335.9% |
| All | +426.2% | +15.0% | +411.2% | +335.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling