-34.9%
VST vs JBHT
+34.8%
-69.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +1.1% | -14.9% | -13.8% |
| 7D | -15.7% | +1.7% | -17.4% | -15.7% |
| 30D | -17.0% | -1.2% | -15.8% | -16.9% |
| 3M | -15.9% | -17.1% | +1.3% | -15.2% |
| 6M | -25.0% | -4.4% | -20.6% | -25.8% |
| YTD | -25.1% | +17.5% | -42.6% | -28.0% |
| 1Y | -34.9% | +32.6% | -67.5% | -35.1% |
| All | -34.9% | +34.8% | -69.7% | -35.1% |
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