+39.9%
VSH vs JBHT
+22.5%
+17.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.3% | -6.5% | -5.5% |
| 7D | +14.3% | +7.0% | +7.3% | +10.2% |
| 30D | -7.9% | +0.5% | -8.4% | -7.9% |
| 3M | -19.9% | -17.4% | -2.5% | -11.6% |
| 6M | -30.5% | -1.7% | -28.8% | -31.5% |
| YTD | +85.7% | +20.7% | +64.9% | +61.4% |
| 1Y | +98.9% | +41.1% | +57.9% | +58.1% |
| 3Y | +32.1% | +38.0% | -5.9% | +2.6% |
| All | +39.9% | +22.5% | +17.3% | +11.4% |
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