+43.6%
VMC vs JBHT
+22.5%
+21.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.8% | -1.3% |
| 7D | -1.3% | +7.0% | -8.3% | -3.3% |
| 30D | +15.5% | +0.5% | +15.0% | +15.2% |
| 3M | +0.6% | -17.4% | +17.9% | +6.2% |
| 6M | +2.1% | -1.7% | +3.8% | +1.2% |
| YTD | -1.6% | +20.7% | -22.3% | -9.2% |
| 1Y | -1.2% | +41.1% | -42.3% | -13.5% |
| 3Y | +35.3% | +38.0% | -2.7% | +15.6% |
| All | +43.6% | +22.5% | +21.0% | +23.5% |
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