+567.3%
VRT vs JBHT
+17.1%
+550.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.1% | +3.8% |
| 7D | -21.4% | -1.6% | -19.8% | -20.7% |
| 30D | -25.8% | -2.3% | -23.5% | -25.3% |
| 3M | -33.5% | -18.5% | -15.1% | -27.7% |
| 6M | -49.0% | -11.3% | -37.8% | -47.4% |
| YTD | +12.9% | +12.6% | +0.4% | +3.1% |
| 1Y | 0.0% | +29.8% | -29.7% | -15.1% |
| 3Y | +361.8% | +28.1% | +333.7% | +267.8% |
| All | +567.3% | +17.1% | +550.2% | +421.7% |
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 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