+310.7%
VOO vs JBHT
+182.5%
+128.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -1.1% |
| 7D | +2.6% | +7.0% | -4.5% | +0.4% |
| 30D | -2.0% | +0.5% | -2.5% | -2.2% |
| 3M | -2.8% | -17.4% | +14.6% | +2.6% |
| 6M | +2.2% | -1.7% | +3.9% | +1.2% |
| YTD | +11.5% | +20.7% | -9.2% | +2.2% |
| 1Y | +13.5% | +41.1% | -27.6% | -1.6% |
| 3Y | +78.1% | +38.0% | +40.1% | +49.7% |
| 5Y | +73.1% | +22.5% | +50.7% | +48.7% |
| All | +310.7% | +182.5% | +128.2% | +142.0% |
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