+40.9%
VMC vs JBHT
+28.2%
+12.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.6% | -0.5% | -3.3% |
| 7D | +1.9% | -1.4% | +3.2% | +2.2% |
| 30D | +14.7% | -3.1% | +17.8% | +15.5% |
| 3M | -0.3% | -19.5% | +19.3% | +4.4% |
| 6M | -1.7% | -9.6% | +7.9% | -0.4% |
| YTD | +0.7% | +13.3% | -12.6% | -3.5% |
| 1Y | +0.9% | +29.7% | -28.8% | -6.2% |
| All | +40.9% | +28.2% | +12.7% | +29.8% |
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