+2.4%
VTEB vs JBHT
+58.3%
-55.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | 0.0% |
| 7D | -0.8% | +4.9% | -5.6% | -0.8% |
| 30D | -1.3% | +0.6% | -1.9% | -1.4% |
| 3M | -2.1% | -3.2% | +1.1% | -2.1% |
| 6M | -1.7% | +17.0% | -18.6% | -2.0% |
| YTD | -0.6% | +41.7% | -42.2% | -1.2% |
| 1Y | +3.1% | +90.0% | -86.9% | +2.0% |
| 3Y | +9.2% | +47.0% | -37.8% | +8.3% |
| All | +2.4% | +58.3% | -55.9% | +1.2% |
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