+41.7%
VMC vs JBHT
+31.9%
+9.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +1.8% |
| 7D | +0.3% | +0.4% | -0.2% | +0.2% |
| 30D | +18.6% | -2.0% | +20.5% | +19.0% |
| 3M | +2.0% | -16.3% | +18.3% | +5.8% |
| 6M | +2.6% | -8.2% | +10.8% | +3.6% |
| YTD | +2.3% | +16.3% | -14.1% | -2.6% |
| 1Y | +1.7% | +32.2% | -30.5% | -5.9% |
| 3Y | +41.7% | +34.4% | +7.3% | +29.3% |
| All | +41.7% | +31.9% | +9.8% | +29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling