+310.0%
VOO vs JBHT
+191.4%
+118.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.8% | +1.4% |
| 7D | +0.1% | +0.2% | -0.2% | 0.0% |
| 30D | -3.3% | -2.2% | -1.2% | -2.7% |
| 3M | -2.4% | -16.5% | +14.1% | +2.6% |
| 6M | +2.6% | -8.4% | +11.0% | +4.0% |
| YTD | +11.3% | +16.1% | -4.8% | +3.3% |
| 1Y | +13.4% | +31.9% | -18.5% | +0.6% |
| 3Y | +80.3% | +34.1% | +46.2% | +52.9% |
| 5Y | +72.7% | +20.1% | +52.6% | +49.1% |
| 10Y | +310.0% | +184.7% | +125.4% | +143.9% |
| All | +310.0% | +191.4% | +118.6% | +143.9% |
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 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