+108.4%
VSH vs JBHT
+36.3%
+72.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.2% | +8.5% |
| 7D | +12.8% | +0.5% | +12.3% | +12.8% |
| 30D | -9.0% | -0.1% | -8.9% | -8.9% |
| 3M | -12.2% | -14.0% | +1.8% | -6.9% |
| 6M | -15.9% | -5.1% | -10.8% | -16.9% |
| YTD | +103.2% | +18.0% | +85.2% | +60.3% |
| 1Y | +108.4% | +36.5% | +71.9% | +40.5% |
| All | +108.4% | +36.3% | +72.1% | +40.5% |
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 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