+138.2%
VSH vs JBHT
+183.5%
-45.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.2% | +8.4% |
| 7D | +12.8% | +0.5% | +12.3% | +13.0% |
| 30D | -9.0% | -0.1% | -8.9% | -8.7% |
| 3M | -12.2% | -14.0% | +1.8% | -4.8% |
| 6M | -15.9% | -5.1% | -10.8% | -15.1% |
| YTD | +103.2% | +18.0% | +85.2% | +78.5% |
| 1Y | +108.4% | +36.5% | +71.9% | +67.8% |
| 3Y | +41.6% | +34.8% | +6.8% | +11.6% |
| 5Y | +54.6% | +21.4% | +33.2% | +25.0% |
| 10Y | +138.2% | +178.0% | -39.8% | +7.6% |
| All | +138.2% | +183.5% | -45.3% | +7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling