+1,917.9%
VRT vs JBHT
+104.4%
+1,813.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.1% | +6.5% | +8.4% |
| 7D | -10.6% | +0.4% | -11.0% | -10.6% |
| 30D | -17.4% | -2.0% | -15.5% | -16.9% |
| 3M | -26.4% | -16.3% | -10.1% | -21.6% |
| 6M | -41.0% | -8.2% | -32.8% | -40.0% |
| YTD | +23.8% | +16.3% | +7.5% | +13.9% |
| 1Y | +11.6% | +32.2% | -20.6% | -2.7% |
| 3Y | +403.5% | +34.4% | +369.1% | +316.0% |
| 5Y | +647.0% | +20.3% | +626.7% | +541.7% |
| All | +1,917.9% | +104.4% | +1,813.4% | +1,225.8% |
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