+63.4%
VSH vs JBHT
+34.8%
+28.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.1% | -6.1% | -5.5% |
| 7D | -13.6% | +1.7% | -15.3% | -14.3% |
| 30D | -30.4% | -1.2% | -29.2% | -30.1% |
| 3M | -33.3% | -17.1% | -16.1% | -28.1% |
| 6M | -15.1% | -4.4% | -10.7% | -16.9% |
| YTD | +80.2% | +17.5% | +62.7% | +41.0% |
| 1Y | +63.4% | +32.6% | +30.8% | +10.6% |
| All | +63.4% | +34.8% | +28.5% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling