+361.8%
VRT vs JBHT
+27.4%
+334.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.1% | +3.6% |
| 7D | -21.4% | -1.6% | -19.8% | -20.9% |
| 30D | -25.8% | -2.3% | -23.5% | -25.5% |
| 3M | -33.5% | -18.5% | -15.1% | -30.1% |
| 6M | -49.0% | -11.3% | -37.8% | -48.0% |
| YTD | +12.9% | +12.6% | +0.4% | +7.7% |
| 1Y | 0.0% | +29.8% | -29.7% | -8.0% |
| 3Y | +361.8% | +28.1% | +333.7% | +304.7% |
| All | +361.8% | +27.4% | +334.4% | +304.7% |
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