+2,723.0%
VRT vs JBHT
+149.0%
+2,574.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.5% | +3.2% |
| 7D | +9.1% | +4.9% | +4.2% | +7.0% |
| 30D | +0.9% | +0.6% | +0.4% | +0.7% |
| 3M | -13.4% | -3.2% | -10.2% | -12.6% |
| 6M | +11.7% | +17.0% | -5.3% | +3.8% |
| YTD | +73.2% | +41.7% | +31.6% | +48.5% |
| 1Y | +123.4% | +90.0% | +33.4% | +66.4% |
| 3Y | +606.2% | +47.0% | +559.2% | +472.5% |
| 5Y | +899.9% | +58.3% | +841.6% | +681.2% |
| All | +2,723.0% | +149.0% | +2,574.1% | +1,628.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling