+36.6%
VRSN vs JBHT
+15.0%
+21.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -1.3% |
| 7D | +2.0% | -1.4% | +3.4% | +2.2% |
| 30D | +6.5% | -3.1% | +9.5% | +7.0% |
| 3M | +6.7% | -19.5% | +26.2% | +10.3% |
| 6M | +13.8% | -9.6% | +23.4% | +14.5% |
| YTD | +29.6% | +13.3% | +16.3% | +23.6% |
| 1Y | +29.5% | +29.7% | -0.2% | +19.7% |
| 3Y | +56.9% | +28.3% | +28.6% | +42.4% |
| 5Y | +36.6% | +18.5% | +18.1% | +21.0% |
| All | +36.6% | +15.0% | +21.6% | +21.0% |
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 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