+619.5%
VRT vs JBHT
+47.5%
+572.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.5% | +3.5% |
| 7D | +9.1% | +4.9% | +4.2% | +7.5% |
| 30D | +0.9% | +0.6% | +0.4% | +0.8% |
| 3M | -13.4% | -3.2% | -10.2% | -12.8% |
| 6M | +11.7% | +17.0% | -5.3% | +5.4% |
| YTD | +73.2% | +41.7% | +31.6% | +54.4% |
| 1Y | +123.4% | +90.0% | +33.4% | +81.4% |
| All | +619.5% | +47.5% | +572.0% | +502.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling