+346.3%
VRT vs JBHT
+28.2%
+318.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.6% | -10.5% | -13.1% |
| 7D | -28.1% | -1.4% | -26.8% | -27.8% |
| 30D | -30.2% | -3.1% | -27.1% | -29.7% |
| 3M | -36.4% | -19.5% | -16.9% | -32.8% |
| 6M | -48.2% | -9.6% | -38.6% | -47.4% |
| YTD | +9.2% | +13.3% | -4.1% | +4.0% |
| 1Y | -7.2% | +29.7% | -36.9% | -14.6% |
| All | +346.3% | +28.2% | +318.1% | +290.5% |
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