+307.7%
VOO vs JBHT
+186.6%
+121.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -0.6% | +0.9% | -1.5% | -0.9% |
| 30D | -3.6% | -1.1% | -2.5% | -3.4% |
| 3M | -2.7% | -14.8% | +12.1% | +1.6% |
| 6M | +2.2% | -7.4% | +9.7% | +3.3% |
| YTD | +10.9% | +17.3% | -6.4% | +2.6% |
| 1Y | +11.3% | +35.3% | -24.0% | -2.1% |
| 3Y | +76.9% | +33.9% | +43.0% | +50.2% |
| 5Y | +73.5% | +22.5% | +51.0% | +48.7% |
| 10Y | +307.7% | +181.3% | +126.3% | +143.4% |
| All | +307.7% | +186.6% | +121.1% | +143.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling